NUGO vs WINN
Nuveen Growth Opportunities ETF vs Harbor Long-Term Growers ETF
Which is better, NUGO or WINN?
Nearly the same fund. NUGO costs less.
NUGO has a lower expense ratio. NUGO led over 3Y and the full window, WINN over 1Y. 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 61.9%.
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 | NUGO | WINN |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.57% |
| AUM | $2.5B | $1.3B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 46 | 146 |
| YTD Return | +9.42% | +11.03%Best |
| 1Y Return | +11.31% | +11.42%Best |
| 3Y Return (annualized) | +23.57%Best | +22.98% |
| 5Y Return (annualized) | +12.11% | - |
| Volatility (annualized) | 19.1%Best | 20.7% |
| Max Drawdown | -29.9%Best | -32.1% |
| $10,000 over 4.7 years | $19,115Best | $18,642 |
| Top 10 Weight | 61.9% | 57.5%Best |
| Fund Family | Nuveen | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 27, 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).
NUGO 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.
NUGO vs WINN Performance
Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year NUGO returned +11.31% while WINN returned +11.42%. Year to date, NUGO is up 9.42% versus a gain of 11.03% for WINN.
Over three years, NUGO compounded at +23.57% 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 19.1% for NUGO. 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 -29.9% for NUGO 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
NUGO charges 0.50% per year while WINN charges 0.57%. On a $10,000 position that is $50 vs $57 annually, a gap of $7 per year that compounds over a long holding period. On income, NUGO currently yields 0.00% against 0.00% for WINN.
Holdings Overlap
83.0% of NUGO's money is in holdings WINN also owns. 75.4% of WINN's money is in holdings NUGO also owns.
Most of NUGO is already inside WINN. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 43 positions we hold weights for in NUGO and 74 in WINN, against full books of 46 and 146.
What only one of them owns
Measured across the 43 and 74 positions we hold weights for.
WINN holds 43 positions NUGO does not, 22.3% of the fund.
Largest: WMT 1.23%, CDNS 1.15%, DDOG 1.09%, ADI 0.96%, HLT 0.95%
Top Shared Holdings
| Stock | Weight in NUGO | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.71% | 11.75% | 3.96% |
| GOOGLAlphabet Inc | 10.15% | 8.02% | 2.13% |
| AAPLApple, Inc | 7.05% | 7.51% | 0.46% |
| MSFTMicrosoft Corp | 7.15% | 6.21% | 0.94% |
| AVGOBroadcom Inc | 5.98% | 5.40% | 0.58% |
| LLYEli Lilly & Co. | 3.86% | 3.61% | 0.25% |
| AMZNAmazon.Com Inc | 1.90% | 4.82% | 2.92% |
| AMDAdvanced Micro Devices Inc | 3.05% | 3.64% | 0.59% |
| METAMeta Platforms Inc | 2.09% | 3.89% | 1.80% |
| MAMastercard Inc | 3.09% | 2.66% | 0.43% |
83.0% of NUGO 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, NUGO or WINN?
NUGO has an expense ratio of 0.50% while WINN charges 0.57%. NUGO is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, NUGO or WINN?
Over the past year NUGO returned +11.31% 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, NUGO or WINN?
WINN has been the more volatile fund at 20.7% annualized versus 19.1% for NUGO. Worst drawdown: NUGO -29.9% vs WINN -32.1%.
Should I hold both NUGO and WINN?
NUGO 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 NUGO and WINN?
83.0% of NUGO's money is in holdings WINN also owns. 75.4% of WINN's is in holdings NUGO also owns. They hold 26 positions in common, counted across the 43 positions we hold weights for in NUGO and 74 in WINN.
Which pays a higher dividend, NUGO or WINN?
NUGO yields 0.00% while WINN yields 0.00%, so WINN currently pays the higher dividend yield.
Is WINN better than NUGO?
NUGO has a lower expense ratio. NUGO led over 3Y and the full window, WINN over 1Y. 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 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.