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WINN vs EPMV

Harbor Long-Term Growers ETF vs Harbor Mid Cap Value ETF

WINN

Harbor Long-Term Growers ETF

Harbor Capital Advisors Inc

Annual cost

0.57%

Fund size

$1.1B

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

Key differences

  • WINN costs 0.31% less per year.
  • WINN is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • WINN follows a active selection strategy; EPMV uses index tracking.

Side-by-side comparison

WINNEPMV
Annual cost (TER)0.57%0.88%
Fund size (AUM)$1.1B$4M
Since20222025
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.2%+27.8%
CAGR 3Y+24.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.02N/A
Volatility 1Y16.19%15.28%
Max drawdown-32.08%-8.78%

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

Similar to WINN and EPMV