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WINN vs XAGG

Comparison between HARBOR LONG-TERM GROWERS ETF (WINN, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).

WINN vs XAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WINN
$1.10B
Winner
XAGG
$1.30B
Expense Ratio
WINN
0.57%
Winner
XAGG
0.50%
Max Drawdown
WINN
32.12%
Winner
XAGG
3.58%
Sharpe Ratio
WINN
0.63
Winner
XAGG
0.63
5Y Beta
WINN
1.21
Winner
XAGG
0.16
P/E Ratio
WINN
34.61
XAGG
N/A
Forward P/E
WINN
27.73
XAGG
N/A
PEG Ratio
WINN
0.31
XAGG
N/A
5Y EPS CAGR
WINN
37.09%
XAGG
N/A
P/S Ratio
WINN
5.86
XAGG
N/A
P/B Ratio
WINN
11.20
XAGG
N/A

WINN vs XAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WINN
+3.05%
XAGG
+0.27%
3M
Winner
WINN
+5.53%
XAGG
+0.83%
6M
Winner
WINN
+14.02%
XAGG
+0.75%
1Y
WINN
+13.95%
XAGG
N/A
5Y(CAGR)
WINN
+14.56%
XAGG
N/A
Max(CAGR)
Winner
WINN
+14.56%
XAGG
+6.01%

WINN vs XAGG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearWINNXAGG
2026+10.13%+2.60%
2025+14.23%+1.61%
2024+34.37%N/A
2023+53.66%N/A
2022-26.67%N/A

WINN vs XAGG Drawdown Comparison

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

The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.

The current XAGG drawdown is -0.09%.

RankWINNXAGG
#1-32.08%
Mar 29, 2022 - Nov 20, 2023
-2.88%
Feb 27, 2026 - Jun 16, 2026
#2-23.66%
Feb 14, 2025 - Jun 26, 2025
-1.02%
Jul 6, 2026 - Aug 5, 2026
#3-18.06%
Oct 29, 2025 - May 14, 2026
-0.71%
Dec 4, 2025 - Dec 22, 2025
#4-15.95%
Feb 9, 2022 - Mar 29, 2022
-0.60%
Jun 16, 2026 - Jun 29, 2026
#5-14.18%
Jul 10, 2024 - Oct 29, 2024
-0.36%
Nov 13, 2025 - Nov 21, 2025
#6-8.23%
Mar 7, 2024 - May 15, 2024
-0.31%
Jan 14, 2026 - Jan 22, 2026
#7-7.91%
Jun 1, 2026 - Aug 7, 2026
-0.22%
Nov 28, 2025 - Dec 3, 2025
#8-5.51%
Dec 16, 2024 - Jan 23, 2025
-0.22%
Feb 10, 2026 - Feb 12, 2026
#9-3.51%
Dec 28, 2023 - Jan 10, 2024
-0.19%
Jan 30, 2026 - Feb 6, 2026
#10-3.41%
Oct 8, 2025 - Oct 24, 2025
-0.18%
Jun 29, 2026 - Jul 6, 2026
#11-3.37%
Jan 23, 2025 - Feb 10, 2025
-0.16%
Aug 5, 2026 - Aug 7, 2026
#12-3.21%
Oct 29, 2024 - Nov 6, 2024
-0.16%
Dec 24, 2025 - Jan 2, 2026
#13-2.88%
Nov 12, 2024 - Nov 26, 2024
-0.13%
Jan 6, 2026 - Jan 9, 2026
#14-2.82%
Feb 9, 2024 - Feb 22, 2024
-0.09%
Aug 7, 2026 - Aug 10, 2026
#15-2.62%
Jan 29, 2024 - Feb 2, 2024
-0.08%
Nov 10, 2025 - Nov 12, 2025

Correlation

Correlation between WINN and XAGG is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (2022 - 2026)

WINN vs XAGG dividend yield comparison.

YearWINNXAGG
20260.00%4.00%
20250.00%1.02%
20230.06%0.00%
20220.06%0.00%

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