WINN vs. QGRW

In the year-to-date period, WINN achieves a 0.62% return, which is significantly higher than QGRW's -0.26% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WINN has a 0.57% expense ratio, which is higher than QGRW's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

The current WINN Sharpe Ratio is 0.59, which is comparable to the QGRW Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of WINN and QGRW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WINN has not paid dividends to shareholders, while QGRW's dividend yield for the trailing twelve months is around 0.14%.

The maximum WINN drawdown since its inception was -32.08%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for WINN and QGRW.

The current volatility for Harbor Long-Term Growers ETF (WINN) is 5.42%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 6.22%. This indicates that WINN experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.