Compare · 2 funds side by side · dividends reinvested

WINN and SPY

WINNHarbor×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

WINN and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.0

Harbor Long-Term Growers ETF (WINN)Unsorted0.57%0.00%+5.0%+4.1%+21.3%[…]−16.2%18.9%$1.1B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: WINN 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Long-Term Growers ETF (WINN) · $1.1B[…]

WINN

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 51.9% in common

WINNMeasureSPY

+5.0%Year to dateJan 1 → Nov 9+11.2%

+4.1%1 yearTotal return+13.5%

+21.3%3 years · per year$10,000 became $17,865 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.57%Expense ratio$57 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−16.2%Worst dropSmaller is better−8.9%

18.9%VolatilityLower is calmer13.7%

WINNSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WINN vs SPY: Top 5 Holdings

Today

WINN

38.0%in top 5

SPY

in top 527.8%

WINNStockSPY

10.3%NVDA7.1%

8.5%AAPL7.9%

7.3%GOOGL2.6%

7.0%MSFT6.2%

4.9%AMZN4.0%

Held in common51.9%

End-of-day Nov 9, 2026 · share of each fund

WINN vs SPY Returns, Every Period

HarborWINN

+4.1%

past year

SPYSPDR

+13.5%

past year

WINNSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: WINN vs SPY

YTD

HarborWINN

+5.0%

SPYSPDR

+11.2%

+5.0%Year to date+11.2%

−16.2%Worst drop · 1Y−8.9%

18.9%Volatility · 1Y13.7%

0.0%Yield1.0%

$1.1BAssets$778B

4–0SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WINN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WINN0.57%$57

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WINN, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

WINN0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

WINN$0 − $57 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WINN, SPY

Today

51.9%most shared, WINN and SPY

WINNSPY

WINN—51.9%

SPY51.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

WINNWorst drop−16.2%18.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYWINN

+11.2%Year to date+5.0%

1.0%Yield0.0%

+13.5%Past year+4.1%

0.09%Fee0.57%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026