ACGR vs WINN
American Century Large Cap Growth ETF vs Harbor Long-Term Growers ETF
Which is better, ACGR or WINN?
Nearly the same fund. ACGR costs less.
ACGR has a lower expense ratio. WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 57.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACGR | WINN |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.57% |
| AUM | $11M | $1.3B |
| Dividend Yield | 0.10% | 0.00% |
| Holdings | 94 | 146 |
| YTD Return | +7.66% | +11.03%Best |
| 1Y Return | +9.05% | +11.42%Best |
| 3Y Return (annualized) | +19.56% | +22.98%Best |
| 5Y Return (annualized) | +11.15% | - |
| Volatility (annualized) | 18.9%Best | 20.7% |
| Max Drawdown | -28.4%Best | -32.1% |
| $10,000 over 4.7 years | $17,395 | $18,642Best |
| Top 10 Weight | 52.4%Best | 57.5% |
| Fund Family | American Century Investments | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Feb 2, 2022 |
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 3, 2022 to Oct 14, 2026 (4.7 years).
ACGR vs WINN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.
ACGR vs WINN Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year ACGR returned +9.05% while WINN returned +11.42%. Year to date, ACGR is up 7.66% versus a gain of 11.03% for WINN.
Over three years, ACGR compounded at +19.56% per year against +22.98% for WINN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WINN has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 18.9% for ACGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -28.4% for ACGR and -32.1% for WINN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACGR charges 0.39% per year while WINN charges 0.57%. On a $10,000 position that is $39 vs $57 annually, a gap of $18 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for WINN.
Holdings Overlap
74.5% of ACGR's money is in holdings WINN also owns. 79.5% of WINN's money is in holdings ACGR also owns.
Most of WINN is already inside ACGR. Owning both mostly buys the same companies twice.
37 positions in common, counted across the 93 positions we hold weights for in ACGR and 74 in WINN, against full books of 94 and 146.
What only one of them owns
Our book lists 33 positions for WINN that do not appear in our book for ACGR (18.8% of the fund), and 51 for ACGR that do not appear in WINN (22.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 11.75% | 1.63% |
| GOOGLAlphabet Inc | 11.90% | 8.02% | 3.88% |
| AVGOBroadcom Inc | 5.72% | 5.40% | 0.32% |
| AAPLApple, Inc | 3.61% | 7.51% | 3.90% |
| MSFTMicrosoft Corp | 4.90% | 6.21% | 1.31% |
| AMZNAmazon.Com Inc | 2.00% | 4.82% | 2.82% |
| LLYEli Lilly & Co. | 2.97% | 3.61% | 0.64% |
| METAMeta Platforms Inc | 2.04% | 3.89% | 1.85% |
| MAMastercard Inc | 3.14% | 2.66% | 0.48% |
| TSLATesla Inc | 2.46% | 2.38% | 0.08% |
79.5% of WINN is already inside ACGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACGR or WINN?
ACGR has an expense ratio of 0.39% while WINN charges 0.57%. ACGR is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, ACGR or WINN?
Over the past year ACGR returned +9.05% vs +11.42% for WINN, so WINN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or WINN?
WINN has been the more volatile fund at 20.7% annualized versus 18.9% for ACGR. Worst drawdown: ACGR -28.4% vs WINN -32.1%.
Should I hold both ACGR and WINN?
ACGR and WINN have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ACGR and WINN?
79.5% of WINN's money is in holdings ACGR also owns. 79.5% of WINN's is in holdings ACGR also owns. They hold 37 positions in common, counted across the 93 positions we hold weights for in ACGR and 74 in WINN.
Which pays a higher dividend, ACGR or WINN?
ACGR yields 0.10% while WINN yields 0.00%, so ACGR currently pays the higher dividend yield.
Is WINN better than ACGR?
ACGR has a lower expense ratio. WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 57.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.