WINN vs SFGV
Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
WINN vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WINN
$1.10B
SFGV
$1.10B
Expense Ratio
WINN
0.57%
Winner
SFGV
0.33%
Max Drawdown
WINN
32.12%
Winner
SFGV
15.68%
Sharpe Ratio
WINN
1.26
Winner
SFGV
1.81
5Y Beta
WINN
1.22
Winner
SFGV
0.68
P/E Ratio
WINN
39.73
Winner
SFGV
21.85
Forward P/E
WINN
29.79
Winner
SFGV
15.93
PEG Ratio
WINN
0.68
SFGV
N/A
5Y EPS CAGR
Winner
WINN
35.94%
SFGV
10.53%
Debt to Equity
WINN
N/A
SFGV
-24.35%
P/S Ratio
WINN
5.89
Winner
SFGV
1.61
P/B Ratio
WINN
11.38
Winner
SFGV
3.38
WINN vs SFGV - Holdings Comparison
WINN and SFGV have 11 common holdings. Overlap is 4.73%
WINN's top 25 holdings weight is 81.56%. SFGV's top 25 holdings weight is 56.64%.
| Rank | WINN | SFGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.09% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.25% |
| #2 | AMAZON.COM INC (AMZN) - 8.12% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | APPLE INC (AAPL) - 7.65% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.28% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 7.60% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | BROADCOM INC (AVGO) - 7.39% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.10% |
| #6 | MICROSOFT CORP (MSFT) - 7.02% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.14% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.03% | APPLE INC (AAPL) - 1.82% |
| #8 | MASTERCARD INC CLASS A (MA) - 2.67% | EXXON MOBIL CORP (XOM) - 1.02% |
| #9 | ELI LILLY AND CO (LLY) - 2.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.96% |
| #10 | NETFLIX INC (NFLX) - 2.56% | JPMORGAN CHASE & CO (JPM) - 0.94% |
| #11 | TESLA INC (TSLA) - 1.79% | CATERPILLAR INC (CAT) - 0.90% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.77% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #13 | BOEING CO (BA) - 1.75% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| #14 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.72% | CHEVRON CORP (CVX) - 0.78% |
| #15 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.60% | ABBVIE INC (ABBV) - 0.77% |
| #16 | WALMART INC (WMT) - 1.41% | COCA-COLA CO (KO) - 0.71% |
| #17 | CONSTELLATION ENERGY CORP (CEG) - 1.38% | PROCTER & GAMBLE CO (PG) - 0.70% |
| #18 | n/a (SHOP) - 1.22% | QUALCOMM INC (QCOM) - 0.67% |
| #19 | US DOLLAR (n/a) - 1.18% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.67% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.11% | LINDE PLC (LIN) - 0.66% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | CONOCOPHILLIPS (COP) - 0.66% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.99% | VISA INC CLASS A (V) - 0.66% |
| #23 | ANALOG DEVICES INC (ADI) - 0.96% | MERCK & CO INC (MRK) - 0.66% |
| #24 | ARISTA NETWORKS INC (ANET) - 0.93% | THE HOME DEPOT INC (HD) - 0.64% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.88% | ALTRIA GROUP INC (MO) - 0.62% |
| Total Holdings | 71 | 468 |
WINN vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WINN
+10.44%
SFGV
+1.83%
3M
Winner
WINN
+8.39%
SFGV
-1.30%
6M
WINN
+1.52%
Winner
SFGV
+11.23%
1Y
WINN
+20.95%
Winner
SFGV
+24.63%
5Y(CAGR)
WINN
+14.02%
SFGV
N/A
Max(CAGR)
WINN
+14.02%
Winner
SFGV
+17.07%
WINN vs SFGV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | WINN | SFGV |
|---|---|---|
| 2026 | +4.35% | +8.52% |
| 2025 | +14.23% | +19.10% |
| 2024 | +34.37% | +10.72% |
| 2023 | +53.66% | N/A |
| 2022 | -26.67% | N/A |
WINN vs SFGV Drawdown Comparison
The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current WINN drawdown is -0.92%. The current SFGV drawdown is -1.53%.
| Rank | WINN | SFGV |
|---|---|---|
| #1 | -32.08% Mar 29, 2022 - Nov 20, 2023 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -23.66% Feb 14, 2025 - Jun 26, 2025 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -18.06% Oct 29, 2025 - Mar 30, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -15.95% Feb 9, 2022 - Mar 29, 2022 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -14.18% Jul 10, 2024 - Oct 29, 2024 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -8.23% Mar 7, 2024 - May 15, 2024 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -2.62% Jan 29, 2024 - Feb 2, 2024 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -2.39% Aug 18, 2025 - Aug 28, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between WINN and SFGV is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2022 - 2026)
WINN vs SFGV dividend yield comparison.
| Year | WINN | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.00% | 2.52% |
| 2024 | 0.00% | 2.23% |
| 2023 | 0.06% | 0.00% |
| 2022 | 0.06% | 0.00% |
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