WINN vs SPY

AWINN

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common51.9%WINN and SPY

WINN

SPY

Harbor Long-Term Growers ETF (WINN) · $1.1BState Street SPDR S&P 500 ETF · $778B

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

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

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

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

−16.2%Worst dropSmaller wins−8.9%

18.9%VolatilityLower wins13.7%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWINN · SPY

8.5%AAPL7.9%

10.3%NVDA7.1%

7.0%MSFT6.2%

4.9%AMZN4.0%

Held in common51.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AWINN	Harbor Long-Term Growers ETF (WINN)Read Desk		0.57%	0.00%	+3.0%	+5.0%	+4.1%	+21.3%	new	−16.2%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AWINN	Harbor Long-Term Growers ETF (WINN)Read Desk		0.57%	0.00%	+3.0%	+5.0%	+4.1%	+21.3%	new	−16.2%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WINN vs SPY

WINN

Harbor Long-Term Growers ETF (WINN)

[…]

SPY

SPDR S&P 500

$17,493

MeasureWINNSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield0.00%1.01%

5 years, per year[…]+11.8%

3 years, per year+21.3%+21.9%

Worst drop · 1Y−16.2%−8.9%

Volatility · 1Y18.9%13.7%

5–0measures won
SPY first

51.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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