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WINN vs SPY

Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceWINN has outperformed SPY, delivering a return of +14.0% compared to +13.1%

WINN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WINN
$1.10B
Winner
SPY
$795B
Expense Ratio
WINN
0.57%
Winner
SPY
0.09%
Max Drawdown
Winner
WINN
32.12%
SPY
56.47%
Sharpe Ratio
WINN
0.54
Winner
SPY
1.27
5Y Beta
WINN
1.20
Winner
SPY
1.00
P/E Ratio
WINN
35.29
Winner
SPY
26.08
Forward P/E
WINN
27.25
Winner
SPY
21.01
PEG Ratio
Winner
WINN
0.32
SPY
0.37
5Y Dividends CAGR
WINN
N/A
SPY
6.00%
5Y EPS CAGR
Winner
WINN
36.91%
SPY
26.38%
Debt to Equity
WINN
N/A
SPY
45.86%
P/S Ratio
WINN
5.40
Winner
SPY
3.75
P/B Ratio
WINN
11.66
Winner
SPY
5.57

WINN vs SPY - Holdings Comparison

WINN and SPY have 60 common holdings. Overlap is 51.03%

WINN's top 25 holdings weight is 77.29%. SPY's top 25 holdings weight is 51.61%.

RankWINNSPY
#1
NVIDIA CORP (NVDA) - 11.15%
NVIDIA CORP (NVDA) - 7.90%
#2
ALPHABET INC CLASS A (GOOGL) - 7.93%
APPLE INC (AAPL) - 6.79%
#3
APPLE INC (AAPL) - 7.00%
MICROSOFT CORP (MSFT) - 5.64%
#4
BROADCOM INC (AVGO) - 6.46%
AMAZON.COM INC (AMZN) - 4.08%
#5
MICROSOFT CORP (MSFT) - 6.18%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
AMAZON.COM INC (AMZN) - 5.32%
BROADCOM INC (AVGO) - 3.00%
#7
ELI LILLY AND CO (LLY) - 4.20%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
META PLATFORMS INC CLASS A (META) - 3.27%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
MASTERCARD INC CLASS A (MA) - 2.76%
ELI LILLY AND CO (LLY) - 1.46%
#10
ADVANCED MICRO DEVICES INC (AMD) - 2.45%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
TESLA INC (TSLA) - 2.18%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.92%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
GE AEROSPACE (GE) - 1.79%
TESLA INC (TSLA) - 1.40%
#14
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.76%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
BOEING CO (BA) - 1.66%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
NETFLIX INC (NFLX) - 1.61%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
n/a (PLTR) - 1.35%
VISA INC CLASS A (V) - 0.90%
#18
AMPHENOL CORP CLASS A (APH) - 1.35%
WALMART INC (WMT) - 0.74%
#19
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.09%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
ARISTA NETWORKS INC (ANET) - 1.05%
INTEL CORP (INTC) - 0.69%
#21
DATADOG INC CLASS A (DDOG) - 0.99%
MASTERCARD INC CLASS A (MA) - 0.68%
#22
WALMART INC (WMT) - 0.98%
ABBVIE INC (ABBV) - 0.66%
#23
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.95%
COSTCO WHOLESALE CORP (COST) - 0.63%
#24
PALO ALTO NETWORKS INC (PANW) - 0.95%
APPLIED MATERIALS INC (AMAT) - 0.62%
#25
VISA INC CLASS A (V) - 0.94%
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings74505

WINN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WINN
+2.64%
SPY
+2.33%
3M
WINN
+2.57%
Winner
SPY
+3.36%
6M
Winner
WINN
+13.53%
SPY
+11.66%
1Y
WINN
+12.99%
Winner
SPY
+21.81%
5Y(CAGR)
Winner
WINN
+13.96%
SPY
+13.07%
10Y(CAGR)
WINN
N/A
SPY
+15.21%
Max(CAGR)
Winner
WINN
+13.96%
SPY
+8.56%

WINN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWINNSPY
2026+8.00%+12.68%
2025+14.23%+18.00%
2024+34.37%+25.59%
2023+53.66%+26.72%
2022-26.67%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WINN vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WINN drawdown is -2.32%. The current SPY drawdown is -1.56%.

RankWINNSPY
#1-32.08%
Mar 29, 2022 - Nov 20, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.66%
Feb 14, 2025 - Jun 26, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.06%
Oct 29, 2025 - May 14, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.95%
Feb 9, 2022 - Mar 29, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.18%
Jul 10, 2024 - Oct 29, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.23%
Mar 7, 2024 - May 15, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.91%
Jun 1, 2026 - Aug 7, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.51%
Dec 16, 2024 - Jan 23, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.51%
Dec 28, 2023 - Jan 10, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.41%
Oct 8, 2025 - Oct 24, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.37%
Jan 23, 2025 - Feb 10, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.21%
Oct 29, 2024 - Nov 6, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.88%
Nov 12, 2024 - Nov 26, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.82%
Feb 9, 2024 - Feb 22, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.79%
Aug 13, 2026 - Aug 20, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WINN and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

WINN vs SPY dividend yield comparison.

YearWINNSPY
20260.00%0.48%
20250.00%1.07%
20240.00%1.21%
20230.06%1.40%
20220.06%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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