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NBGX vs WINN

Neuberger Growth ETF vs Harbor Long-Term Growers ETF

NBGX

Neuberger Growth ETF

Neuberger Berman

Annual cost

0.44%

Fund size

$14M

WINN

Harbor Long-Term Growers ETF

Harbor Capital Advisors Inc

Annual cost

0.57%

Fund size

$1.1B

Key differences

  • NBGX costs 0.13% less per year.
  • WINN is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
  • NBGX is classified as alternative, while WINN is equity — different risk/return profiles.
  • NBGX follows a option income strategy; WINN uses active selection.

Side-by-side comparison

NBGXWINN
Annual cost (TER)0.44%0.57%
Fund size (AUM)$14M$1.1B
Since20242022
Dividend yield0.27%0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+21.1%+20.2%
CAGR 3YN/A+24.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y14.30%16.19%
Max drawdown-21.55%-32.08%

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

Similar to NBGX and WINN