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WINN vs MEDI

Harbor Long-Term Growers ETF vs Harbor Health Care ETF

WINN

Harbor Long-Term Growers ETF

Harbor Capital Advisors Inc

Annual cost

0.57%

Fund size

$1.1B

MEDI

Harbor Health Care ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$28M

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

WINNMEDI
Annual cost (TER)0.57%0.80%
Fund size (AUM)$1.1B$28M
Since20222022
Dividend yield0.00%0.25%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.2%+28.2%
CAGR 3Y+24.8%+13.6%
CAGR 5YN/AN/A
Sharpe 3Y1.020.58
Volatility 1Y16.19%19.80%
Max drawdown-32.08%-19.24%

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

Similar to WINN and MEDI