RWK vs WINN

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and HARBOR LONG-TERM GROWERS ETF (WINN, ETF).

RWK vs WINN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	WINN(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.39%	0.57%
Max Drawdown	56.86%	32.12%
Sharpe Ratio	1.39	0.63
5Y Beta	0.97	1.22
P/E Ratio	25.69	39.10
Forward P/E	13.43	29.74
PEG Ratio	N/A	0.59
5Y Dividends CAGR	18.52%	N/A
5Y EPS CAGR	12.25%	35.67%
Debt to Equity	17.69%	N/A
P/S Ratio	0.49	5.91
P/B Ratio	2.25	11.60

Net Assets

RWK

$1.20B

WINN

$1.20B

Expense Ratio

Winner

RWK

0.39%

WINN

0.57%

Max Drawdown

RWK

56.86%

Winner

WINN

32.12%

Sharpe Ratio

Winner

RWK

1.39

WINN

0.63

5Y Beta

Winner

RWK

0.97

WINN

1.22

P/E Ratio

Winner

RWK

25.69

WINN

39.10

Forward P/E

Winner

RWK

13.43

WINN

29.74

PEG Ratio

RWK

N/A

WINN

0.59

5Y Dividends CAGR

RWK

18.52%

WINN

N/A

5Y EPS CAGR

RWK

12.25%

Winner

WINN

35.67%

Debt to Equity

RWK

17.69%

WINN

N/A

P/S Ratio

Winner

RWK

0.49

WINN

5.91

P/B Ratio

Winner

RWK

2.25

WINN

11.60

RWK vs WINN - Holdings Comparison

RWK and WINN have 1 common holdings. Overlap is 0.00%

RWK's top 25 holdings weight is 34.51%. WINN's top 25 holdings weight is 81.54%.

Rank	RWK	WINN
#1	TD SYNNEX CORP (SNX) - 4.07%	NVIDIA CORP (NVDA) - 11.47%
#2	PERFORMANCE FOOD GROUP CO (PFGC) - 2.82%	APPLE INC (AAPL) - 7.77%
#3	ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72%	ALPHABET INC CLASS A (GOOGL) - 7.54%
#4	AMERICAN AIRLINES GROUP INC (AAL) - 2.63%	BROADCOM INC (AVGO) - 7.40%
#5	FLEX LTD (FLEX) - 2.35%	MICROSOFT CORP (MSFT) - 6.93%
#6	ARROW ELECTRONICS INC (ARW) - 1.80%	AMAZON.COM INC (AMZN) - 6.85%
#7	LITHIA MOTORS INC CLASS A (LAD) - 1.64%	ELI LILLY AND CO (LLY) - 4.12%
#8	US FOODS HOLDING CORP (USFD) - 1.45%	META PLATFORMS INC CLASS A (META) - 2.65%
#9	PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39%	ADVANCED MICRO DEVICES INC (AMD) - 2.63%
#10	HF SINCLAIR CORP (DINO) - 1.25%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.57%
#11	AVNET INC (AVT) - 1.24%	MASTERCARD INC CLASS A (MA) - 2.43%
#12	WESCO INTERNATIONAL INC (WCC) - 1.19%	CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11%
#13	MACY'S INC (M) - 1.09%	TESLA INC (TSLA) - 1.85%
#14	AUTONATION INC (AN) - 1.07%	NETFLIX INC (NFLX) - 1.85%
#15	PBF ENERGY INC CLASS A (PBF) - 1.06%	HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.66%
#16	LEAR CORP (LEA) - 1.06%	BOEING CO (BA) - 1.59%
#17	JONES LANG LASALLE INC (JLL) - 1.04%	GE AEROSPACE (GE) - 1.58%
#18	CLEVELAND-CLIFFS INC (CLF) - 0.96%	WALMART INC (WMT) - 1.18%
#19	ARAMARK (ARMK) - 0.96%	n/a (SHOP) - 1.16%
#20	MURPHY USA INC (MUSA) - 0.91%	CONSTELLATION ENERGY CORP (CEG) - 1.12%
#21	SPROUTS FARMERS MARKET INC (SFM) - 0.37%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.11%
#22	TAYLOR MORRISON HOME CORP (TMHC) - 0.37%	CLOUDFLARE INC (NET) - 1.04%
#23	NOV INC (NOV) - 0.36%	US DOLLAR (n/a) - 1.02%
#24	XPO INC (XPO) - 0.36%	COMFORT SYSTEMS USA INC (FIX) - 0.97%
#25	THOR INDUSTRIES INC (THO) - 0.35%	ANALOG DEVICES INC (ADI) - 0.94%
Total Holdings	361	72

RWK vs WINN - Historical Returns

Returns include dividend reinvestment.

Period	RWK	WINN
1 month	+7.29%	+1.20%
3 months	+15.56%	+13.84%
6 months	+13.69%	+7.20%
1 year	+28.69%	+17.29%
5 years(CAGR)	+11.34%	+14.13%
10 years(CAGR)	+13.15%	N/A
Max(CAGR)	+11.50%	+14.13%

Winner

RWK

+7.29%

WINN

+1.20%

Winner

RWK

+15.56%

WINN

+13.84%

Winner

RWK

+13.69%

WINN

+7.20%

Winner

RWK

+28.69%

WINN

+17.29%

5Y(CAGR)

RWK

+11.34%

Winner

WINN

+14.13%

10Y(CAGR)

RWK

+13.15%

WINN

N/A

Max(CAGR)

RWK

+11.50%

Winner

WINN

+14.13%

RWK vs WINN - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	WINN
2026	+14.24%	+6.09%
2025	+10.81%	+14.23%
2024	+12.34%	+34.37%
2023	+24.64%	+53.66%
2022	-8.33%	-26.67%
2021	+37.09%	N/A
2020	+10.96%	N/A
2019	+27.67%	N/A
2018	-15.60%	N/A
2017	+12.47%	N/A
2016	+22.86%	N/A
2015	-5.22%	N/A
2014	+10.62%	N/A
2013	+37.24%	N/A
2012	+14.53%	N/A
2011	-2.71%	N/A
2010	+21.37%	N/A
2009	+47.01%	N/A
2008	-34.94%	N/A

RWK vs WINN Drawdown Comparison

The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.

The current RWK drawdown is -0.19%. The current WINN drawdown is -3.26%.

Rank	RWK	WINN
#1	-56.48% Jun 5, 2008 - Mar 23, 2010	-32.08% Mar 29, 2022 - Nov 20, 2023
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-23.66% Feb 14, 2025 - Jun 26, 2025
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	-18.06% Oct 29, 2025 - May 14, 2026
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	-15.95% Feb 9, 2022 - Mar 29, 2022
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	-14.18% Jul 10, 2024 - Oct 29, 2024
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	-8.23% Mar 7, 2024 - May 15, 2024
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	-7.50% Jun 1, 2026 - Jun 10, 2026
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	-5.51% Dec 16, 2024 - Jan 23, 2025
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	-3.51% Dec 28, 2023 - Jan 10, 2024
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	-3.41% Oct 8, 2025 - Oct 24, 2025
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	-3.37% Jan 23, 2025 - Feb 10, 2025
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	-3.21% Oct 29, 2024 - Nov 6, 2024
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	-2.88% Nov 12, 2024 - Nov 26, 2024
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	-2.82% Feb 9, 2024 - Feb 22, 2024
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	-2.62% Jan 29, 2024 - Feb 2, 2024

Correlation

Correlation between RWK and WINN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2008 - 2026)

RWK vs WINN dividend yield comparison.

Year	RWK	WINN
2026	0.28%	0.00%
2025	1.25%	0.00%
2024	1.11%	0.00%
2023	1.05%	0.06%
2022	1.18%	0.06%
2021	0.85%	0.00%
2020	0.96%	0.00%
2019	1.09%	0.00%
2018	1.22%	0.00%
2017	0.99%	0.00%
2016	1.30%	0.00%
2015	0.92%	0.00%
2014	1.04%	0.00%
2013	1.29%	0.00%
2012	1.32%	0.00%
2011	3.10%	0.00%
2010	0.57%	0.00%
2009	0.63%	0.00%
2008	1.07%	0.00%