WINN vs IGPT
Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
WINN vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WINN
$1.20B
IGPT
$1.20B
Expense Ratio
WINN
0.57%
Winner
IGPT
0.56%
Max Drawdown
Winner
WINN
32.12%
IGPT
53.09%
Sharpe Ratio
WINN
0.63
Winner
IGPT
2.36
5Y Beta
Winner
WINN
1.22
IGPT
1.57
P/E Ratio
Winner
WINN
39.10
IGPT
47.47
Forward P/E
WINN
29.74
Winner
IGPT
19.54
PEG Ratio
WINN
0.59
IGPT
N/A
5Y Dividends CAGR
WINN
N/A
IGPT
-5.82%
5Y EPS CAGR
Winner
WINN
35.67%
IGPT
34.43%
Debt to Equity
WINN
N/A
IGPT
36.26%
P/S Ratio
Winner
WINN
5.91
IGPT
9.44
P/B Ratio
WINN
11.60
Winner
IGPT
8.01
WINN vs IGPT - Holdings Comparison
WINN and IGPT have 8 common holdings. Overlap is 20.52%
WINN's top 25 holdings weight is 81.54%. IGPT's top 25 holdings weight is 87.12%.
| Rank | WINN | IGPT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.47% | SK HYNIX INC (n/a) - 11.47% |
| #2 | APPLE INC (AAPL) - 7.77% | MICRON TECHNOLOGY INC (MU) - 11.22% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.54% | INTEL CORP (INTC) - 7.42% |
| #4 | BROADCOM INC (AVGO) - 7.40% | ADVANCED MICRO DEVICES INC (AMD) - 7.28% |
| #5 | MICROSOFT CORP (MSFT) - 6.93% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #6 | AMAZON.COM INC (AMZN) - 6.85% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | ELI LILLY AND CO (LLY) - 4.12% | META PLATFORMS INC CLASS A (META) - 4.87% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.65% | QUALCOMM INC (QCOM) - 3.93% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.63% | MEDIATEK INC (n/a) - 3.86% |
| #10 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.57% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19% |
| #11 | MASTERCARD INC CLASS A (MA) - 2.43% | WESTERN DIGITAL CORP (WDC) - 3.07% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11% | INTUITIVE SURGICAL INC (ISRG) - 2.60% |
| #13 | TESLA INC (TSLA) - 1.85% | EQUINIX INC (EQIX) - 1.83% |
| #14 | NETFLIX INC (NFLX) - 1.85% | KEYENCE CORP (n/a) - 1.74% |
| #15 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.66% | ADOBE INC (ADBE) - 1.71% |
| #16 | BOEING CO (BA) - 1.59% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56% |
| #17 | GE AEROSPACE (GE) - 1.58% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52% |
| #18 | WALMART INC (WMT) - 1.18% | SYNOPSYS INC (SNPS) - 1.17% |
| #19 | n/a (SHOP) - 1.16% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | CONSTELLATION ENERGY CORP (CEG) - 1.12% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05% |
| #21 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.11% | AUTODESK INC (ADSK) - 0.87% |
| #22 | CLOUDFLARE INC (NET) - 1.04% | STRATEGY INC CLASS A (MSTR) - 0.87% |
| #23 | US DOLLAR (n/a) - 1.02% | ASTERA LABS INC (ALAB) - 0.84% |
| #24 | COMFORT SYSTEMS USA INC (FIX) - 0.97% | ARM HOLDINGS PLC ADR (ARM) - 0.77% |
| #25 | ANALOG DEVICES INC (ADI) - 0.94% | EMERSON ELECTRIC CO (EMR) - 0.74% |
| Total Holdings | 72 | 114 |
WINN vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
WINN
+1.20%
Winner
IGPT
+17.40%
3M
WINN
+13.84%
Winner
IGPT
+64.73%
6M
WINN
+7.20%
Winner
IGPT
+78.49%
1Y
WINN
+17.29%
Winner
IGPT
+118.83%
5Y(CAGR)
WINN
+14.13%
Winner
IGPT
+15.85%
10Y(CAGR)
WINN
N/A
IGPT
+22.49%
Max(CAGR)
WINN
+14.13%
Winner
IGPT
+15.89%
WINN vs IGPT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | WINN | IGPT |
|---|---|---|
| 2026 | +6.09% | +68.78% |
| 2025 | +14.23% | +30.52% |
| 2024 | +34.37% | +20.71% |
| 2023 | +53.66% | +27.99% |
| 2022 | -26.67% | -26.94% |
| 2021 | N/A | -10.06% |
| 2020 | N/A | +53.11% |
| 2019 | N/A | +35.80% |
| 2018 | N/A | +15.43% |
| 2017 | N/A | +33.68% |
| 2016 | N/A | +15.04% |
| 2015 | N/A | +7.84% |
| 2014 | N/A | +11.44% |
| 2013 | N/A | +29.37% |
| 2012 | N/A | +15.69% |
| 2011 | N/A | -7.39% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +51.50% |
| 2008 | N/A | -32.06% |
| 2007 | N/A | +4.26% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +14.69% |
WINN vs IGPT Drawdown Comparison
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.
The current WINN drawdown is -3.26%.
| Rank | WINN | IGPT |
|---|---|---|
| #1 | -32.08% Mar 29, 2022 - Nov 20, 2023 | -50.08% Feb 12, 2021 - Oct 8, 2025 |
| #2 | -23.66% Feb 14, 2025 - Jun 26, 2025 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #3 | -18.06% Oct 29, 2025 - May 14, 2026 | -30.69% Feb 19, 2020 - May 22, 2020 |
| #4 | -15.95% Feb 9, 2022 - Mar 29, 2022 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #5 | -14.18% Jul 10, 2024 - Oct 29, 2024 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #6 | -8.23% Mar 7, 2024 - May 15, 2024 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #7 | -7.50% Jun 1, 2026 - Jun 10, 2026 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #8 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #10 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #11 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #12 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #13 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #14 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -11.52% Jun 3, 2026 - Jun 15, 2026 |
| #15 | -2.62% Jan 29, 2024 - Feb 2, 2024 | -11.02% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between WINN and IGPT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2014 - 2025)
WINN vs IGPT dividend yield comparison.
| Year | WINN | IGPT |
|---|---|---|
| 2025 | 0.00% | 0.04% |
| 2023 | 0.06% | 0.00% |
| 2022 | 0.06% | 1.41% |
| 2021 | 0.00% | 6.21% |
| 2020 | 0.00% | 0.04% |
| 2019 | 0.00% | 0.05% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.15% |
| 2014 | 0.00% | 0.10% |
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