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
Winner
SFGV
$1.20B
Expense Ratio
WINN
0.57%
Winner
SFGV
0.33%
Max Drawdown
WINN
32.12%
Winner
SFGV
15.68%
Sharpe Ratio
WINN
0.54
Winner
SFGV
1.62
5Y Beta
WINN
1.20
Winner
SFGV
0.66
P/E Ratio
WINN
35.29
Winner
SFGV
21.68
Forward P/E
WINN
27.25
Winner
SFGV
16.20
PEG Ratio
WINN
0.32
SFGV
N/A
5Y EPS CAGR
Winner
WINN
36.91%
SFGV
11.46%
Debt to Equity
WINN
N/A
SFGV
85.33%
P/S Ratio
WINN
5.40
Winner
SFGV
1.53
P/B Ratio
WINN
11.66
Winner
SFGV
3.66
WINN vs SFGV - Holdings Comparison
WINN and SFGV have 10 common holdings. Overlap is 4.90%
WINN's top 25 holdings weight is 77.29%. SFGV's top 25 holdings weight is 58.48%.
| Rank | WINN | SFGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.15% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.04% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.93% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.03% |
| #3 | APPLE INC (AAPL) - 7.00% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.97% |
| #4 | BROADCOM INC (AVGO) - 6.46% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.11% |
| #5 | MICROSOFT CORP (MSFT) - 6.18% | AVANTIS REAL ESTATE ETF (AVRE) - 4.88% |
| #6 | AMAZON.COM INC (AMZN) - 5.32% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.01% |
| #7 | ELI LILLY AND CO (LLY) - 4.20% | APPLE INC (AAPL) - 1.75% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.27% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.39% |
| #9 | MASTERCARD INC CLASS A (MA) - 2.76% | JOHNSON & JOHNSON (JNJ) - 1.38% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.45% | CISCO SYSTEMS INC (CSCO) - 1.07% |
| #11 | TESLA INC (TSLA) - 2.18% | CHEVRON CORP (CVX) - 1.03% |
| #12 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.92% | CATERPILLAR INC (CAT) - 1.01% |
| #13 | GE AEROSPACE (GE) - 1.79% | MERCK & CO INC (MRK) - 1.00% |
| #14 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.76% | COCA-COLA CO (KO) - 0.97% |
| #15 | BOEING CO (BA) - 1.66% | PROCTER & GAMBLE CO (PG) - 0.95% |
| #16 | NETFLIX INC (NFLX) - 1.61% | GILEAD SCIENCES INC (GILD) - 0.84% |
| #17 | n/a (PLTR) - 1.35% | LINDE PLC (LIN) - 0.84% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.35% | CONOCOPHILLIPS (COP) - 0.83% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.09% | QUALCOMM INC (QCOM) - 0.82% |
| #20 | ARISTA NETWORKS INC (ANET) - 1.05% | BOOKING HOLDINGS INC (BKNG) - 0.82% |
| #21 | DATADOG INC CLASS A (DDOG) - 0.99% | PEPSICO INC (PEP) - 0.79% |
| #22 | WALMART INC (WMT) - 0.98% | TJX COMPANIES INC (TJX) - 0.78% |
| #23 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.95% | VALERO ENERGY CORP (VLO) - 0.75% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.95% | MCKESSON CORP (MCK) - 0.74% |
| #25 | VISA INC CLASS A (V) - 0.94% | ALTRIA GROUP INC (MO) - 0.68% |
| Total Holdings | 74 | 528 |
WINN vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
WINN
+2.64%
Winner
SFGV
+3.72%
3M
WINN
+2.57%
Winner
SFGV
+6.69%
6M
Winner
WINN
+13.53%
SFGV
+6.08%
1Y
WINN
+12.99%
Winner
SFGV
+24.35%
5Y(CAGR)
WINN
+13.96%
SFGV
N/A
Max(CAGR)
WINN
+13.96%
Winner
SFGV
+18.25%
WINN vs SFGV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | WINN | SFGV |
|---|---|---|
| 2026 | +8.00% | +16.39% |
| 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 -2.32%. The current SFGV drawdown is -0.05%.
| 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 - May 26, 2026 |
| #3 | -18.06% Oct 29, 2025 - May 14, 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 | -7.91% Jun 1, 2026 - Aug 7, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -5.51% Dec 16, 2024 - Jan 23, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -3.51% Dec 28, 2023 - Jan 10, 2024 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -3.41% Oct 8, 2025 - Oct 24, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -3.37% Jan 23, 2025 - Feb 10, 2025 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -3.21% Oct 29, 2024 - Nov 6, 2024 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -2.88% Nov 12, 2024 - Nov 26, 2024 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -2.82% Feb 9, 2024 - Feb 22, 2024 | -1.46% Jun 16, 2026 - Jul 6, 2026 |
| #15 | -2.79% Aug 13, 2026 - Aug 20, 2026 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between WINN and SFGV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2022 - 2026)
WINN vs SFGV dividend yield comparison.
| Year | WINN | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.82% |
| 2025 | 0.00% | 2.52% |
| 2024 | 0.00% | 2.23% |
| 2023 | 0.06% | 0.00% |
| 2022 | 0.06% | 0.00% |
Select Stocks to Compare
Popular: WINN vs SPYSFGV vs SPY
More Comparisons
Compare with similar stocks