LRGG vs WINN
Nomura Focused Large Growth ETF vs Harbor Long-Term Growers ETF
Which is better, LRGG or WINN?
WINN has been ahead.
LRGG has a lower expense ratio. WINN led over 1Y and the full window. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 71.4%.
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 | LRGG | WINN |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.57% |
| AUM | $295M | $1.3B |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 44 | 146 |
| YTD Return | +3.29% | +11.03%Best |
| 1Y Return | +3.58% | +11.42%Best |
| 3Y Return (annualized) | - | +22.98% |
| Volatility (annualized) | 12.4%Best | 16.5% |
| Max Drawdown | -18.9%Best | -23.7% |
| $10,000 over 2.4 years | $11,970 | $14,415Best |
| Top 10 Weight | 71.4% | 57.5%Best |
| Fund Family | Nomura Asset Management Co Ltd | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 14, 2024 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 15, 2024 to Oct 14, 2026 (2.4 years).
LRGG 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 2.4 years both funds cover.
LRGG vs WINN Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year LRGG returned +3.58% while WINN returned +11.42%. Year to date, LRGG is up 3.29% versus a gain of 11.03% 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 16.5% compared with 12.4% for LRGG. 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 -18.9% for LRGG and -23.7% 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGG charges 0.44% per year while WINN charges 0.57%. On a $10,000 position that is $44 vs $57 annually, a gap of $13 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.00% for WINN.
Holdings Overlap
61.3% of LRGG's money is in holdings WINN also owns. 36.8% of WINN's money is in holdings LRGG also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 21 positions we hold weights for in LRGG and 74 in WINN, against full books of 44 and 146.
What only one of them owns
Our book lists 60 positions for WINN that do not appear in our book for LRGG (61.5% of the fund), and 9 for LRGG that do not appear in WINN (34.1%).
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 LRGG | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 17.15% | 11.75% | 5.40% |
| MSFTMicrosoft Corp | 9.02% | 6.21% | 2.81% |
| AAPLApple, Inc | 6.88% | 7.51% | 0.63% |
| AMZNAmazon.Com Inc | 3.49% | 4.82% | 1.33% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 6.23% | 0.57% | 5.66% |
| VVisa Inc Class A | 4.60% | 0.92% | 3.68% |
| GEGeneral Electric Co. | 4.04% | 1.06% | 2.98% |
| MAMastercard Inc | 2.42% | 2.66% | 0.24% |
| ISRGIntuitive Surgical Inc. | 4.50% | 0.50% | 4.00% |
| DHRDanaher Corporation | 2.93% | 0.83% | 2.10% |
61.3% of LRGG 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, LRGG or WINN?
LRGG has an expense ratio of 0.44% while WINN charges 0.57%. LRGG is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, LRGG or WINN?
Over the past year LRGG returned +3.58% vs +11.42% for WINN, so WINN leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.78% vs +16.46% for WINN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGG or WINN?
WINN has been the more volatile fund at 16.5% annualized versus 12.4% for LRGG. Worst drawdown: LRGG -18.9% vs WINN -23.7%.
Should I hold both LRGG and WINN?
LRGG and WINN have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LRGG and WINN?
61.3% of LRGG's money is in holdings WINN also owns. 36.8% of WINN's is in holdings LRGG also owns. They hold 10 positions in common, counted across the 21 positions we hold weights for in LRGG and 74 in WINN.
Which pays a higher dividend, LRGG or WINN?
LRGG yields 0.15% while WINN yields 0.00%, so LRGG currently pays the higher dividend yield.
Is WINN better than LRGG?
LRGG has a lower expense ratio. WINN led over 1Y and the full window. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.