WINN vs AVLC
Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
WINN vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WINN
$1.10B
Winner
AVLC
$1.20B
Expense Ratio
WINN
0.57%
Winner
AVLC
0.15%
Max Drawdown
WINN
32.12%
Winner
AVLC
19.85%
Sharpe Ratio
WINN
1.26
Winner
AVLC
2.15
5Y Beta
WINN
1.22
Winner
AVLC
0.99
P/E Ratio
WINN
39.73
Winner
AVLC
25.21
Forward P/E
WINN
29.79
Winner
AVLC
18.92
PEG Ratio
WINN
0.68
AVLC
N/A
5Y EPS CAGR
Winner
WINN
35.94%
AVLC
23.48%
P/S Ratio
WINN
5.89
Winner
AVLC
2.63
P/B Ratio
WINN
11.38
Winner
AVLC
4.38
WINN vs AVLC - Holdings Comparison
WINN and AVLC have 63 common holdings. Overlap is 36.82%
WINN's top 25 holdings weight is 81.56%. AVLC's top 25 holdings weight is 39.43%.
| Rank | WINN | AVLC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.09% | NVIDIA CORP (NVDA) - 4.93% |
| #2 | AMAZON.COM INC (AMZN) - 8.12% | APPLE INC (AAPL) - 4.89% |
| #3 | APPLE INC (AAPL) - 7.65% | MICROSOFT CORP (MSFT) - 3.93% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 7.60% | AMAZON.COM INC (AMZN) - 3.50% |
| #5 | BROADCOM INC (AVGO) - 7.39% | ALPHABET INC CLASS A (GOOGL) - 2.37% |
| #6 | MICROSOFT CORP (MSFT) - 7.02% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.03% | ALPHABET INC CLASS C (GOOG) - 1.86% |
| #8 | MASTERCARD INC CLASS A (MA) - 2.67% | BROADCOM INC (AVGO) - 1.79% |
| #9 | ELI LILLY AND CO (LLY) - 2.66% | EXXON MOBIL CORP (XOM) - 1.28% |
| #10 | NETFLIX INC (NFLX) - 2.56% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #11 | TESLA INC (TSLA) - 1.79% | MICRON TECHNOLOGY INC (MU) - 1.17% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.77% | CATERPILLAR INC (CAT) - 0.89% |
| #13 | BOEING CO (BA) - 1.75% | LAM RESEARCH CORP (LRCX) - 0.86% |
| #14 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.72% | TESLA INC (TSLA) - 0.82% |
| #15 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.60% | WALMART INC (WMT) - 0.79% |
| #16 | WALMART INC (WMT) - 1.41% | COSTCO WHOLESALE CORP (COST) - 0.78% |
| #17 | CONSTELLATION ENERGY CORP (CEG) - 1.38% | MERCK & CO INC (MRK) - 0.77% |
| #18 | n/a (SHOP) - 1.22% | VISA INC CLASS A (V) - 0.74% |
| #19 | US DOLLAR (n/a) - 1.18% | ELI LILLY AND CO (LLY) - 0.73% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.11% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.99% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #23 | ANALOG DEVICES INC (ADI) - 0.96% | CHEVRON CORP (CVX) - 0.60% |
| #24 | ARISTA NETWORKS INC (ANET) - 0.93% | CONOCOPHILLIPS (COP) - 0.56% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.88% | KLA CORP (KLAC) - 0.55% |
| Total Holdings | 71 | 892 |
WINN vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WINN
+10.44%
AVLC
+8.05%
3M
Winner
WINN
+8.39%
AVLC
+7.07%
6M
WINN
+1.52%
Winner
AVLC
+12.49%
1Y
WINN
+20.95%
Winner
AVLC
+31.47%
5Y(CAGR)
WINN
+14.02%
AVLC
N/A
Max(CAGR)
WINN
+14.02%
Winner
AVLC
+25.30%
WINN vs AVLC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | WINN | AVLC |
|---|---|---|
| 2026 | +4.35% | +10.80% |
| 2025 | +14.23% | +17.70% |
| 2024 | +34.37% | +23.60% |
| 2023 | +53.66% | +12.04% |
| 2022 | -26.67% | N/A |
WINN vs AVLC Drawdown Comparison
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current WINN drawdown is -0.92%.
| Rank | WINN | AVLC |
|---|---|---|
| #1 | -32.08% Mar 29, 2022 - Nov 20, 2023 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -23.66% Feb 14, 2025 - Jun 26, 2025 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -18.06% Oct 29, 2025 - Mar 30, 2026 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -15.95% Feb 9, 2022 - Mar 29, 2022 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -14.18% Jul 10, 2024 - Oct 29, 2024 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -8.23% Mar 7, 2024 - May 15, 2024 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #10 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #13 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -2.62% Jan 29, 2024 - Feb 2, 2024 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -2.39% Aug 18, 2025 - Aug 28, 2025 | -2.00% Feb 2, 2026 - Feb 6, 2026 |
Correlation
Correlation between WINN and AVLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
WINN vs AVLC dividend yield comparison.
| Year | WINN | AVLC |
|---|---|---|
| 2026 | 0.00% | 0.18% |
| 2025 | 0.00% | 0.92% |
| 2024 | 0.00% | 1.09% |
| 2023 | 0.06% | 0.38% |
| 2022 | 0.06% | 0.00% |
Select Stocks to Compare
Popular: WINN vs SPYAVLC vs SPY
More Comparisons
Compare with similar stocks