WINN vs. SPYD
Compare and contrast key facts about Harbor Long-Term Growers ETF (WINN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
WINN and SPYD 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. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WINN or SPYD.
Key characteristics
| WINN | SPYD | |
|---|---|---|
| YTD Return | 20.90% | 19.00% |
| 1Y Return | 34.95% | 30.07% |
| Sharpe Ratio | 1.84 | 1.99 |
| Daily Std Dev | 18.84% | 14.98% |
| Max Drawdown | -32.08% | -46.42% |
| Current Drawdown | -5.27% | -0.35% |
Correlation
The correlation between WINN and SPYD is 0.49, 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.
Performance
WINN vs. SPYD - Performance Comparison
In the year-to-date period, WINN achieves a 20.90% return, which is significantly higher than SPYD's 19.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WINN vs. SPYD - Expense Ratio Comparison
WINN has a 0.57% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
WINN vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
WINN vs. SPYD - Dividend Comparison
WINN's dividend yield for the trailing twelve months is around 0.05%, less than SPYD's 3.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
WINN Harbor Long-Term Growers ETF | 0.05% | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 3.05% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% |
Drawdowns
WINN vs. SPYD - Drawdown Comparison
The maximum WINN drawdown since its inception was -32.08%, smaller than the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for WINN and SPYD. For additional features, visit the drawdowns tool.
Volatility
WINN vs. SPYD - Volatility Comparison
Harbor Long-Term Growers ETF (WINN) has a higher volatility of 5.93% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 2.60%. This indicates that WINN's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.