WINN vs. IVV
Compare and contrast key facts about Harbor Long-Term Growers ETF (WINN) and iShares Core S&P 500 ETF (IVV).
WINN and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WINN is an actively managed fund by Harbor. It was launched on Feb 2, 2022. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
WINN vs. IVV - Performance Comparison
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WINN vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WINN Harbor Long-Term Growers ETF | -10.86% | 14.31% | 31.64% | 52.44% | -26.67% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -12.98% |
Returns By Period
In the year-to-date period, WINN achieves a -10.86% return, which is significantly lower than IVV's -4.38% return.
WINN
- 1D
- 3.62%
- 1M
- -5.33%
- YTD
- -10.86%
- 6M
- -11.01%
- 1Y
- 13.18%
- 3Y*
- 19.84%
- 5Y*
- —
- 10Y*
- —
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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WINN vs. IVV - Expense Ratio Comparison
WINN has a 0.57% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
WINN vs. IVV — Risk / Return Rank
WINN
IVV
WINN vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WINN | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.97 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.49 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.53 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.42 | 7.32 | -4.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WINN | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.97 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.42 | +0.01 |
Correlation
The correlation between WINN and IVV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WINN vs. IVV - Dividend Comparison
WINN has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WINN Harbor Long-Term Growers ETF | 0.00% | 0.00% | 0.00% | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
WINN vs. IVV - Drawdown Comparison
The maximum WINN drawdown since its inception was -32.07%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WINN and IVV.
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Drawdown Indicators
| WINN | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -55.25% | +23.18% |
Max Drawdown (1Y)Largest decline over 1 year | -18.06% | -12.06% | -6.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -15.10% | -6.26% | -8.84% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -10.85% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 2.53% | +2.98% |
Volatility
WINN vs. IVV - Volatility Comparison
Harbor Long-Term Growers ETF (WINN) has a higher volatility of 6.84% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. This indicates that WINN's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WINN | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 5.30% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 9.45% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.84% | 18.31% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.01% | 16.89% | +7.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.01% | 18.04% | +5.97% |