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MEDI vs WINN

Harbor Health Care ETF vs Harbor Long-Term Growers ETF

MEDI

Harbor Health Care ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$28M

WINN

Harbor Long-Term Growers ETF

Harbor Capital Advisors Inc

Annual cost

0.57%

Fund size

$1.1B

Key differences

  • WINN costs 0.23% less per year.
  • WINN is significantly larger than MEDI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, WINN has delivered higher annualized returns.

Side-by-side comparison

MEDIWINN
Annual cost (TER)0.80%0.57%
Fund size (AUM)$28M$1.1B
Since20222022
Dividend yield0.25%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+28.2%+20.2%
CAGR 3Y+13.6%+24.8%
CAGR 5YN/AN/A
Sharpe 3Y0.581.02
Volatility 1Y19.80%16.19%
Max drawdown-19.24%-32.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MEDI and WINN