MFSG vs WINN
MFS Active Growth ETF vs Harbor Long-Term Growers ETF
Which is better, MFSG or WINN?
Nearly the same fund. MFSG costs less.
MFSG has a lower expense ratio. WINN led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. MFSG is less concentrated, with 53.3% 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 | MFSG | WINN |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.57% |
| AUM | $406M | $1.3B |
| Dividend Yield | 0.06% | 0.00% |
| Holdings | 69 | 146 |
| YTD Return | +7.53% | +11.03%Best |
| 1Y Return | +9.18% | +11.42%Best |
| 3Y Return (annualized) | - | +22.98% |
| Volatility (annualized) | 17.5%Best | 17.9% |
| Max Drawdown | -23.2%Best | -23.7% |
| $10,000 over 1.9 years | $12,025 | $12,417Best |
| Top 10 Weight | 53.3%Best | 57.5% |
| Fund Family | MFS Investment Management | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 5, 2024 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
MFSG 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 1.9 years both funds cover.
MFSG vs WINN Performance
MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year MFSG returned +9.18% while WINN returned +11.42%. Year to date, MFSG is up 7.53% 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 17.9% compared with 17.5% for MFSG. 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 -23.2% for MFSG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
MFSG charges 0.49% per year while WINN charges 0.57%. On a $10,000 position that is $49 vs $57 annually, a gap of $8 per year that compounds over a long holding period. On income, MFSG currently yields 0.06% against 0.00% for WINN.
Holdings Overlap
76.3% of MFSG's money is in holdings WINN also owns. 75.2% of WINN's money is in holdings MFSG also owns.
Most of MFSG is already inside WINN. Owning both mostly buys the same companies twice.
34 positions in common, counted across the 67 positions we hold weights for in MFSG and 74 in WINN, against full books of 69 and 146.
What only one of them owns
Our book lists 37 positions for WINN that do not appear in our book for MFSG (23.9% of the fund), and 30 for MFSG that do not appear in WINN (20.9%).
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 MFSG | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.98% | 11.75% | 2.23% |
| GOOGLAlphabet Inc | 11.60% | 8.02% | 3.58% |
| AAPLApple, Inc | 6.42% | 7.51% | 1.09% |
| MSFTMicrosoft Corp | 5.28% | 6.21% | 0.93% |
| AVGOBroadcom Inc | 3.20% | 5.40% | 2.20% |
| AMZNAmazon.Com Inc | 2.83% | 4.82% | 1.99% |
| METAMeta Platforms Inc | 2.81% | 3.89% | 1.08% |
| AMDAdvanced Micro Devices Inc | 1.33% | 3.64% | 2.31% |
| VVisa Inc Class A | 3.36% | 0.92% | 2.44% |
| LLYEli Lilly & Co. | 0.41% | 3.61% | 3.20% |
76.3% of MFSG 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, MFSG or WINN?
MFSG has an expense ratio of 0.49% while WINN charges 0.57%. MFSG is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, MFSG or WINN?
Over the past year MFSG returned +9.18% vs +11.42% for WINN, so WINN leads on 1-year performance. Over the longest common window we track (2 years), MFSG annualized +10.19% vs +12.07% for WINN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MFSG or WINN?
WINN has been the more volatile fund at 17.9% annualized versus 17.5% for MFSG. Worst drawdown: MFSG -23.2% vs WINN -23.7%.
Should I hold both MFSG and WINN?
MFSG and WINN have a monthly-return correlation of 0.96, 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 MFSG and WINN?
76.3% of MFSG's money is in holdings WINN also owns. 75.2% of WINN's is in holdings MFSG also owns. They hold 34 positions in common, counted across the 67 positions we hold weights for in MFSG and 74 in WINN.
Which pays a higher dividend, MFSG or WINN?
MFSG yields 0.06% while WINN yields 0.00%, so MFSG currently pays the higher dividend yield.
Is WINN better than MFSG?
MFSG has a lower expense ratio. WINN led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. MFSG is less concentrated, with 53.3% 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.