WINN vs IYC
Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF).
WINN vs IYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WINN
$1.20B
IYC
$1.20B
Expense Ratio
WINN
0.57%
Winner
IYC
0.38%
Max Drawdown
Winner
WINN
32.12%
IYC
54.01%
Sharpe Ratio
Winner
WINN
0.63
IYC
0.13
5Y Beta
WINN
1.22
Winner
IYC
0.99
P/E Ratio
WINN
39.10
Winner
IYC
27.88
Forward P/E
WINN
29.74
Winner
IYC
22.67
PEG Ratio
Winner
WINN
0.59
IYC
0.65
5Y Dividends CAGR
WINN
N/A
IYC
5.17%
5Y EPS CAGR
Winner
WINN
35.67%
IYC
14.99%
Debt to Equity
WINN
N/A
IYC
-143.93%
P/S Ratio
WINN
5.91
Winner
IYC
1.88
P/B Ratio
WINN
11.60
Winner
IYC
5.93
WINN vs IYC - Holdings Comparison
WINN and IYC have 13 common holdings. Overlap is 15.50%
WINN's top 25 holdings weight is 81.54%. IYC's top 25 holdings weight is 70.56%.
| Rank | WINN | IYC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.47% | AMAZON.COM INC (AMZN) - 14.15% |
| #2 | APPLE INC (AAPL) - 7.77% | TESLA INC (TSLA) - 8.08% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.54% | COSTCO WHOLESALE CORP (COST) - 4.34% |
| #4 | BROADCOM INC (AVGO) - 7.40% | WALMART INC (WMT) - 4.17% |
| #5 | MICROSOFT CORP (MSFT) - 6.93% | NETFLIX INC (NFLX) - 4.14% |
| #6 | AMAZON.COM INC (AMZN) - 6.85% | THE HOME DEPOT INC (HD) - 3.91% |
| #7 | ELI LILLY AND CO (LLY) - 4.12% | MCDONALD'S CORP (MCD) - 3.39% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.65% | THE WALT DISNEY CO (DIS) - 3.08% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.63% | TJX COMPANIES INC (TJX) - 2.98% |
| #10 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.57% | UBER TECHNOLOGIES INC (UBER) - 2.43% |
| #11 | MASTERCARD INC CLASS A (MA) - 2.43% | BOOKING HOLDINGS INC (BKNG) - 2.20% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.11% | LOWE'S COMPANIES INC (LOW) - 2.03% |
| #13 | TESLA INC (TSLA) - 1.85% | STARBUCKS CORP (SBUX) - 1.97% |
| #14 | NETFLIX INC (NFLX) - 1.85% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% |
| #15 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.66% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% |
| #16 | BOEING CO (BA) - 1.59% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% |
| #17 | GE AEROSPACE (GE) - 1.58% | ROSS STORES INC (ROST) - 1.26% |
| #18 | WALMART INC (WMT) - 1.18% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% |
| #19 | n/a (SHOP) - 1.16% | GENERAL MOTORS CO (GM) - 1.20% |
| #20 | CONSTELLATION ENERGY CORP (CEG) - 1.12% | ROYAL CARIBBEAN GROUP (RCL) - 1.09% |
| #21 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.11% | n/a (WBD) - 1.06% |
| #22 | CLOUDFLARE INC (NET) - 1.04% | FORD MOTOR CO (F) - 0.98% |
| #23 | US DOLLAR (n/a) - 1.02% | TARGET CORP (TGT) - 0.96% |
| #24 | COMFORT SYSTEMS USA INC (FIX) - 0.97% | AUTOZONE INC (AZO) - 0.96% |
| #25 | ANALOG DEVICES INC (ADI) - 0.94% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% |
| Total Holdings | 72 | 170 |
WINN vs IYC - Historical Returns
Returns include dividend reinvestment.
1M
WINN
+1.20%
Winner
IYC
+2.36%
3M
Winner
WINN
+13.84%
IYC
+3.71%
6M
Winner
WINN
+7.20%
IYC
-1.50%
1Y
Winner
WINN
+17.29%
IYC
+6.36%
5Y(CAGR)
Winner
WINN
+14.13%
IYC
+6.75%
10Y(CAGR)
WINN
N/A
IYC
+11.94%
Max(CAGR)
Winner
WINN
+14.13%
IYC
+8.52%
WINN vs IYC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | WINN | IYC |
|---|---|---|
| 2026 | +6.09% | +0.10% |
| 2025 | +14.23% | +8.59% |
| 2024 | +34.37% | +28.89% |
| 2023 | +53.66% | +34.49% |
| 2022 | -26.67% | -32.81% |
| 2021 | N/A | +21.63% |
| 2020 | N/A | +23.36% |
| 2019 | N/A | +26.50% |
| 2018 | N/A | +0.42% |
| 2017 | N/A | +19.48% |
| 2016 | N/A | +7.50% |
| 2015 | N/A | +6.90% |
| 2014 | N/A | +14.72% |
| 2013 | N/A | +37.93% |
| 2012 | N/A | +22.52% |
| 2011 | N/A | +5.73% |
| 2010 | N/A | +22.30% |
| 2009 | N/A | +28.24% |
| 2008 | N/A | -29.20% |
| 2007 | N/A | -8.27% |
| 2006 | N/A | +13.25% |
| 2005 | N/A | -1.79% |
| 2004 | N/A | +11.53% |
| 2003 | N/A | +28.54% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | +2.65% |
| 2000 | N/A | -6.22% |
WINN vs IYC Drawdown Comparison
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current WINN drawdown is -3.26%. The current IYC drawdown is -4.09%.
| Rank | WINN | IYC |
|---|---|---|
| #1 | -32.08% Mar 29, 2022 - Nov 20, 2023 | -53.10% Jun 4, 2007 - Feb 4, 2011 |
| #2 | -23.66% Feb 14, 2025 - Jun 26, 2025 | -41.37% May 22, 2001 - Oct 4, 2006 |
| #3 | -18.06% Oct 29, 2025 - May 14, 2026 | -35.89% Nov 5, 2021 - Sep 17, 2024 |
| #4 | -15.95% Feb 9, 2022 - Mar 29, 2022 | -33.31% Feb 19, 2020 - Aug 4, 2020 |
| #5 | -14.18% Jul 10, 2024 - Oct 29, 2024 | -21.62% Feb 6, 2025 - Jul 14, 2025 |
| #6 | -8.23% Mar 7, 2024 - May 15, 2024 | -20.49% Sep 27, 2018 - Apr 12, 2019 |
| #7 | -7.50% Jun 1, 2026 - Jun 10, 2026 | -18.96% Jul 14, 2000 - May 21, 2001 |
| #8 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -17.91% Jul 7, 2011 - Jan 19, 2012 |
| #9 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -14.99% Aug 4, 2015 - Jul 12, 2016 |
| #10 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -11.97% Jan 13, 2026 - Mar 27, 2026 |
| #11 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -10.26% Jan 29, 2018 - Jun 14, 2018 |
| #12 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -8.25% Sep 16, 2025 - Jan 8, 2026 |
| #13 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -7.72% Sep 5, 2014 - Nov 6, 2014 |
| #14 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -7.62% Jul 15, 2019 - Nov 27, 2019 |
| #15 | -2.62% Jan 29, 2024 - Feb 2, 2024 | -7.40% Oct 13, 2020 - Nov 9, 2020 |
Correlation
Correlation between WINN and IYC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
WINN vs IYC dividend yield comparison.
| Year | WINN | IYC |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.00% | 0.51% |
| 2024 | 0.00% | 0.47% |
| 2023 | 0.06% | 0.68% |
| 2022 | 0.06% | 0.68% |
| 2021 | 0.00% | 0.39% |
| 2020 | 0.00% | 0.65% |
| 2019 | 0.00% | 0.89% |
| 2018 | 0.00% | 0.90% |
| 2017 | 0.00% | 0.92% |
| 2016 | 0.00% | 1.10% |
| 2015 | 0.00% | 1.03% |
| 2014 | 0.00% | 0.79% |
| 2013 | 0.00% | 0.79% |
| 2012 | 0.00% | 1.52% |
| 2011 | 0.00% | 1.10% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 1.06% |
| 2008 | 0.00% | 1.61% |
| 2007 | 0.00% | 0.70% |
| 2006 | 0.00% | 0.60% |
| 2005 | 0.00% | 0.25% |
| 2004 | 0.00% | 0.23% |
| 2003 | 0.00% | 0.21% |
| 2002 | 0.00% | 0.08% |
| 2001 | 0.00% | 0.12% |
| 2000 | 0.00% | 0.47% |
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