WINN vs IVES
Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
WINN vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WINN
$1.20B
IVES
$1.20B
Expense Ratio
Winner
WINN
0.57%
IVES
0.75%
Max Drawdown
WINN
32.12%
Winner
IVES
22.95%
Sharpe Ratio
WINN
0.82
Winner
IVES
1.41
5Y Beta
Winner
WINN
1.22
IVES
1.78
P/E Ratio
Winner
WINN
39.85
IVES
85.10
Forward P/E
WINN
29.63
Winner
IVES
10.78
PEG Ratio
WINN
0.55
IVES
N/A
5Y EPS CAGR
WINN
35.27%
IVES
N/A
Debt to Equity
WINN
N/A
IVES
76.87%
WINN vs IVES - Holdings Comparison
WINN and IVES have 2 common holdings. Overlap is 1.31%
WINN's top 25 holdings weight is 81.37%. IVES's top 25 holdings weight is 53.09%.
| Rank | WINN | IVES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.27% | ELASTIC NV (ESTC) - 4.43% |
| #2 | APPLE INC (AAPL) - 7.80% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.73% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | AMAZON.COM INC (AMZN) - 6.78% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | MICROSOFT CORP (MSFT) - 6.43% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | BROADCOM INC (AVGO) - 6.43% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | ELI LILLY AND CO (LLY) - 4.62% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.73% | NETAPP INC (NTAP) - 2.77% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.59% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.57% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.25% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | NETFLIX INC (NFLX) - 1.86% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | TESLA INC (TSLA) - 1.86% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.81% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | GE AEROSPACE (GE) - 1.70% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | US DOLLAR (n/a) - 1.68% | INFORMATICA INC (INFA) - 1.38% |
| #18 | BOEING CO (BA) - 1.61% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | WALMART INC (WMT) - 1.30% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | CONSTELLATION ENERGY CORP (CEG) - 1.13% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | n/a (SHOP) - 1.09% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 1.05% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.01% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | ANALOG DEVICES INC (ADI) - 1.00% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | CLOUDFLARE INC (NET) - 0.96% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 71 | 46 |
WINN vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
WINN
+0.46%
Winner
IVES
+5.26%
3M
WINN
+14.47%
Winner
IVES
+26.05%
6M
WINN
+6.42%
Winner
IVES
+22.39%
1Y
WINN
+17.73%
Winner
IVES
+46.41%
5Y(CAGR)
WINN
+13.91%
IVES
N/A
Max(CAGR)
WINN
+13.91%
Winner
IVES
+48.24%
WINN vs IVES - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | WINN | IVES |
|---|---|---|
| 2026 | +5.35% | +18.84% |
| 2025 | +14.23% | +25.06% |
| 2024 | +34.37% | N/A |
| 2023 | +53.66% | N/A |
| 2022 | -26.67% | N/A |
WINN vs IVES Drawdown Comparison
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current WINN drawdown is -3.94%. The current IVES drawdown is -8.87%.
| Rank | WINN | IVES |
|---|---|---|
| #1 | -32.08% Mar 29, 2022 - Nov 20, 2023 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -23.66% Feb 14, 2025 - Jun 26, 2025 | -13.54% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -18.06% Oct 29, 2025 - May 14, 2026 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -15.95% Feb 9, 2022 - Mar 29, 2022 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -14.18% Jul 10, 2024 - Oct 29, 2024 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -8.23% Mar 7, 2024 - May 15, 2024 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -7.50% Jun 1, 2026 - Jun 10, 2026 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -2.62% Jan 29, 2024 - Feb 2, 2024 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between WINN and IVES is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2022 - 2025)
WINN vs IVES dividend yield comparison.
| Year | WINN | IVES |
|---|---|---|
| 2025 | 0.00% | 0.41% |
| 2023 | 0.06% | 0.00% |
| 2022 | 0.06% | 0.00% |
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