HFGO vs WINN
Hartford Large Cap Growth ETF vs Harbor Long-Term Growers ETF
Which is better, HFGO or WINN?
Nearly the same fund. WINN costs less.
WINN has a lower expense ratio. HFGO led over 3Y, WINN over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 61.2%.
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 | HFGO | WINN |
|---|---|---|
| Expense Ratio | 0.59% | 0.57%Best |
| AUM | $186M | $1.3B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 48 | 146 |
| YTD Return | +8.71% | +11.03%Best |
| 1Y Return | +10.28% | +11.42%Best |
| 3Y Return (annualized) | +25.71%Best | +22.98% |
| 5Y Return (annualized) | +8.72% | - |
| Volatility (annualized) | 22.0% | 20.7%Best |
| Max Drawdown | -35.0% | -32.1%Best |
| $10,000 over 4.7 years | $18,565 | $18,642Best |
| Top 10 Weight | 61.2% | 57.5%Best |
| Fund Family | Hartford Funds | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 9, 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).
HFGO 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.
HFGO vs WINN Performance
Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year HFGO returned +10.28% while WINN returned +11.42%. Year to date, HFGO is up 8.71% versus a gain of 11.03% for WINN.
Over three years, HFGO compounded at +25.71% per year against +22.98% for WINN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGO has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 20.7% for WINN. 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 -35.0% for HFGO 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HFGO charges 0.59% per year while WINN charges 0.57%. On a $10,000 position that is $59 vs $57 annually, a gap of $2 per year that compounds over a long holding period. On income, HFGO currently yields 0.00% against 0.00% for WINN.
Holdings Overlap
78.2% of HFGO's money is in holdings WINN also owns. 68.3% of WINN's money is in holdings HFGO also owns.
Most of HFGO is already inside WINN. Owning both mostly buys the same companies twice.
23 positions in common, counted across the 46 positions we hold weights for in HFGO and 74 in WINN, against full books of 48 and 146.
What only one of them owns
Our book lists 47 positions for WINN that do not appear in our book for HFGO (30.2% of the fund), and 18 for HFGO that do not appear in WINN (15.1%).
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 HFGO | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 16.55% | 11.75% | 4.80% |
| GOOGLAlphabet Inc | 9.88% | 8.02% | 1.86% |
| AAPLApple, Inc | 4.81% | 7.51% | 2.70% |
| MSFTMicrosoft Corp | 5.33% | 6.21% | 0.88% |
| AVGOBroadcom Inc | 5.41% | 5.40% | 0.01% |
| AMZNAmazon.Com Inc | 4.50% | 4.82% | 0.32% |
| METAMeta Platforms Inc | 4.54% | 3.89% | 0.65% |
| LLYEli Lilly & Co. | 3.82% | 3.61% | 0.21% |
| AMDAdvanced Micro Devices Inc | 0.94% | 3.64% | 2.70% |
| SNDKVSandisk Corp. | 3.49% | 0.93% | 2.56% |
78.2% of HFGO is already inside WINN.
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, HFGO or WINN?
HFGO has an expense ratio of 0.59% while WINN charges 0.57%. WINN is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, HFGO or WINN?
Over the past year HFGO returned +10.28% 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, HFGO or WINN?
HFGO has been the more volatile fund at 22.0% annualized versus 20.7% for WINN. Worst drawdown: HFGO -35.0% vs WINN -32.1%.
Should I hold both HFGO and WINN?
HFGO and WINN have a monthly-return correlation of 0.98, 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 HFGO and WINN?
78.2% of HFGO's money is in holdings WINN also owns. 68.3% of WINN's is in holdings HFGO also owns. They hold 23 positions in common, counted across the 46 positions we hold weights for in HFGO and 74 in WINN.
Which pays a higher dividend, HFGO or WINN?
HFGO yields 0.00% while WINN yields 0.00%, so WINN currently pays the higher dividend yield.
Is WINN better than HFGO?
WINN has a lower expense ratio. HFGO led over 3Y, WINN over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 61.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.