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WINN vs. MEDI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WINN vs. MEDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Long-Term Growers ETF (WINN) and Harbor Health Care ETF (MEDI). The values are adjusted to include any dividend payments, if applicable.

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WINN vs. MEDI - Yearly Performance Comparison


2026 (YTD)2025202420232022
WINN
Harbor Long-Term Growers ETF
-9.85%14.31%31.64%52.44%-6.10%
MEDI
Harbor Health Care ETF
-5.40%27.11%0.58%24.87%2.60%

Returns By Period

In the year-to-date period, WINN achieves a -9.85% return, which is significantly lower than MEDI's -5.40% return.


WINN

1D
1.13%
1M
-4.43%
YTD
-9.85%
6M
-10.50%
1Y
13.98%
3Y*
20.29%
5Y*
10Y*

MEDI

1D
1.48%
1M
-5.60%
YTD
-5.40%
6M
2.20%
1Y
21.19%
3Y*
14.13%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WINN vs. MEDI - Expense Ratio Comparison

WINN has a 0.57% expense ratio, which is lower than MEDI's 0.80% expense ratio.


Return for Risk

WINN vs. MEDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WINN
WINN Risk / Return Rank: 3131
Overall Rank
WINN Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
WINN Sortino Ratio Rank: 3333
Sortino Ratio Rank
WINN Omega Ratio Rank: 3333
Omega Ratio Rank
WINN Calmar Ratio Rank: 3030
Calmar Ratio Rank
WINN Martin Ratio Rank: 2929
Martin Ratio Rank

MEDI
MEDI Risk / Return Rank: 4545
Overall Rank
MEDI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
MEDI Sortino Ratio Rank: 5151
Sortino Ratio Rank
MEDI Omega Ratio Rank: 4343
Omega Ratio Rank
MEDI Calmar Ratio Rank: 4040
Calmar Ratio Rank
MEDI Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WINN vs. MEDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and Harbor Health Care ETF (MEDI). 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.


WINNMEDIDifference

Sharpe ratio

Return per unit of total volatility

0.61

0.94

-0.33

Sortino ratio

Return per unit of downside risk

1.04

1.43

-0.39

Omega ratio

Gain probability vs. loss probability

1.15

1.18

-0.03

Calmar ratio

Return relative to maximum drawdown

0.80

1.15

-0.35

Martin ratio

Return relative to average drawdown

2.59

4.02

-1.43

WINN vs. MEDI - Sharpe Ratio Comparison

The current WINN Sharpe Ratio is 0.61, which is lower than the MEDI Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of WINN and MEDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WINNMEDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

0.94

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.76

-0.32

Correlation

The correlation between WINN and MEDI is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

WINN vs. MEDI - Dividend Comparison

WINN has not paid dividends to shareholders, while MEDI's dividend yield for the trailing twelve months is around 0.29%.


TTM2025202420232022
WINN
Harbor Long-Term Growers ETF
0.00%0.00%0.00%0.06%0.06%
MEDI
Harbor Health Care ETF
0.29%0.28%0.54%1.86%0.00%

Drawdowns

WINN vs. MEDI - Drawdown Comparison

The maximum WINN drawdown since its inception was -32.07%, which is greater than MEDI's maximum drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for WINN and MEDI.


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Drawdown Indicators


WINNMEDIDifference

Max Drawdown

Largest peak-to-trough decline

-32.07%

-19.24%

-12.83%

Max Drawdown (1Y)

Largest decline over 1 year

-18.06%

-15.34%

-2.72%

Current Drawdown

Current decline from peak

-14.15%

-9.34%

-4.81%

Average Drawdown

Average peak-to-trough decline

-9.31%

-4.09%

-5.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.58%

4.38%

+1.20%

Volatility

WINN vs. MEDI - Volatility Comparison

The current volatility for Harbor Long-Term Growers ETF (WINN) is 6.95%, while Harbor Health Care ETF (MEDI) has a volatility of 8.13%. This indicates that WINN experiences smaller price fluctuations and is considered to be less risky than MEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WINNMEDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.95%

8.13%

-1.18%

Volatility (6M)

Calculated over the trailing 6-month period

12.94%

14.16%

-1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

22.87%

22.74%

+0.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.01%

18.48%

+5.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.01%

18.48%

+5.53%