WINN vs SMMU

Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF).

5-Year PerformanceWINN has outperformed SMMU, delivering a return of +14.0% compared to +1.9%

WINN vs SMMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WINN(ETF)	SMMU(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.57%	0.35%
Max Drawdown	32.12%	5.87%
Sharpe Ratio	0.54	-1.10
5Y Beta	1.20	0.00
P/E Ratio	35.29	N/A
Forward P/E	27.25	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	N/A	25.78%
5Y EPS CAGR	36.91%	N/A
P/S Ratio	5.40	N/A
P/B Ratio	11.66	N/A

Net Assets

WINN

$1.10B

Winner

SMMU

$1.20B

Expense Ratio

WINN

0.57%

Winner

SMMU

0.35%

Max Drawdown

WINN

32.12%

Winner

SMMU

5.87%

Sharpe Ratio

Winner

WINN

0.54

SMMU

-1.10

5Y Beta

WINN

1.20

Winner

SMMU

0.00

P/E Ratio

WINN

35.29

SMMU

N/A

Forward P/E

WINN

27.25

SMMU

N/A

PEG Ratio

WINN

0.32

SMMU

N/A

5Y Dividends CAGR

WINN

N/A

SMMU

25.78%

5Y EPS CAGR

WINN

36.91%

SMMU

N/A

P/S Ratio

WINN

5.40

SMMU

N/A

P/B Ratio

WINN

11.66

SMMU

N/A

WINN vs SMMU - Historical Returns

Returns include dividend reinvestment.

Period	WINN	SMMU
1 month	+2.64%	+0.24%
3 months	+2.57%	+0.68%
6 months	+13.53%	+0.40%
1 year	+12.99%	+2.69%
5 years(CAGR)	+13.96%	+1.93%
10 years(CAGR)	N/A	+1.85%
Max(CAGR)	+13.96%	+1.52%

Winner

WINN

+2.64%

SMMU

+0.24%

Winner

WINN

+2.57%

SMMU

+0.68%

Winner

WINN

+13.53%

SMMU

+0.40%

Winner

WINN

+12.99%

SMMU

+2.69%

5Y(CAGR)

Winner

WINN

+13.96%

SMMU

+1.93%

10Y(CAGR)

WINN

N/A

SMMU

+1.85%

Max(CAGR)

Winner

WINN

+13.96%

SMMU

+1.52%

WINN vs SMMU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	WINN	SMMU
2026	+8.00%	+1.28%
2025	+14.23%	+4.06%
2024	+34.37%	+2.65%
2023	+53.66%	+4.19%
2022	-26.67%	-2.49%
2021	N/A	+0.18%
2020	N/A	+2.85%
2019	N/A	+3.34%
2018	N/A	+1.45%
2017	N/A	+1.72%
2016	N/A	-0.96%
2015	N/A	+0.97%
2014	N/A	+0.38%
2013	N/A	+0.15%
2012	N/A	+1.19%
2011	N/A	+1.90%
2010	N/A	+0.74%

WINN vs SMMU Drawdown Comparison

The maximum drawdown for WINN was -32.08%, occurring on Dec 28, 2022. Recovery took 414 trading sessions.

The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.

The current WINN drawdown is -2.32%. The current SMMU drawdown is -0.06%.

Rank	WINN	SMMU
#1	-32.08% Mar 29, 2022 - Nov 20, 2023	-5.09% Mar 9, 2020 - Jun 4, 2020
#2	-23.66% Feb 14, 2025 - Jun 26, 2025	-4.76% Aug 3, 2021 - Nov 22, 2023
#3	-18.06% Oct 29, 2025 - May 14, 2026	-3.53% Aug 31, 2016 - Apr 21, 2017
#4	-15.95% Feb 9, 2022 - Mar 29, 2022	-1.95% Apr 4, 2025 - Jun 5, 2025
#5	-14.18% Jul 10, 2024 - Oct 29, 2024	-1.87% Apr 19, 2013 - Feb 28, 2014
#6	-8.23% Mar 7, 2024 - May 15, 2024	-1.43% Sep 29, 2010 - May 16, 2011
#7	-7.91% Jun 1, 2026 - Aug 7, 2026	-1.31% Sep 5, 2017 - Jul 23, 2018
#8	-5.51% Dec 16, 2024 - Jan 23, 2025	-1.04% Oct 2, 2024 - Dec 3, 2024
#9	-3.51% Dec 28, 2023 - Jan 10, 2024	-1.04% Jun 6, 2017 - Aug 21, 2017
#10	-3.41% Oct 8, 2025 - Oct 24, 2025	-0.98% Dec 6, 2024 - Feb 4, 2025
#11	-3.37% Jan 23, 2025 - Feb 10, 2025	-0.84% Aug 19, 2019 - Dec 13, 2019
#12	-3.21% Oct 29, 2024 - Nov 6, 2024	-0.78% Sep 10, 2018 - Dec 6, 2018
#13	-2.88% Nov 12, 2024 - Nov 26, 2024	-0.77% Feb 27, 2026 - Jun 11, 2026
#14	-2.82% Feb 9, 2024 - Feb 22, 2024	-0.71% Aug 3, 2011 - Aug 18, 2011
#15	-2.79% Aug 13, 2026 - Aug 20, 2026	-0.68% Mar 13, 2024 - May 15, 2024

Correlation

Correlation between WINN and SMMU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2010 - 2026)

WINN vs SMMU dividend yield comparison.

Year	WINN	SMMU
2026	0.00%	1.67%
2025	0.00%	2.80%
2024	0.00%	3.03%
2023	0.06%	2.79%
2022	0.06%	1.37%
2021	0.00%	0.60%
2020	0.00%	1.19%
2019	0.00%	1.82%
2018	0.00%	1.57%
2017	0.00%	1.41%
2016	0.00%	1.03%
2015	0.00%	0.89%
2014	0.00%	0.67%
2013	0.00%	0.50%
2012	0.00%	1.05%
2011	0.00%	1.04%
2010	0.00%	1.05%