WINN vs. VGT
Compare and contrast key facts about Harbor Long-Term Growers ETF (WINN) and Vanguard Information Technology ETF (VGT).
WINN and VGT 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WINN or VGT.
Correlation
The correlation between WINN and VGT is 0.95, 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.
Performance
WINN vs. VGT - Performance Comparison
Key characteristics
WINN:
1.23
VGT:
1.20
WINN:
1.73
VGT:
1.65
WINN:
1.22
VGT:
1.22
WINN:
1.65
VGT:
1.76
WINN:
6.12
VGT:
6.12
WINN:
3.81%
VGT:
4.39%
WINN:
18.97%
VGT:
22.30%
WINN:
-32.08%
VGT:
-54.63%
WINN:
-1.19%
VGT:
-0.88%
Returns By Period
In the year-to-date period, WINN achieves a 3.90% return, which is significantly higher than VGT's 3.17% return.
WINN
3.90%
1.87%
13.35%
26.04%
N/A
N/A
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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WINN vs. VGT - Expense Ratio Comparison
WINN has a 0.57% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
WINN vs. VGT — Risk-Adjusted Performance Rank
WINN
VGT
WINN vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
WINN has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WINN Harbor Long-Term Growers ETF | 0.00% | 0.00% | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
WINN vs. VGT - Drawdown Comparison
The maximum WINN drawdown since its inception was -32.08%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for WINN and VGT. For additional features, visit the drawdowns tool.
Volatility
WINN vs. VGT - Volatility Comparison
The current volatility for Harbor Long-Term Growers ETF (WINN) is 5.24%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that WINN experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.