TCHP vs WINN
T. Rowe Price Blue Chip Growth ETF vs Harbor Long-Term Growers ETF
Which is better, TCHP or WINN?
WINN has been ahead.
WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 59.3%.
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 | TCHP | WINN |
|---|---|---|
| Expense Ratio | 0.57%Tie | 0.57%Tie |
| AUM | $2.2B | $1.3B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 65 | 146 |
| YTD Return | +2.74% | +11.03%Best |
| 1Y Return | +5.10% | +11.42%Best |
| 3Y Return (annualized) | +21.81% | +22.98%Best |
| 5Y Return (annualized) | +9.18% | - |
| Volatility (annualized) | 20.2%Best | 20.7% |
| Max Drawdown | -33.9% | -32.1%Best |
| $10,000 over 4.7 years | $17,894 | $18,642Best |
| Top 10 Weight | 59.3% | 57.5%Best |
| Fund Family | T.Rowe Price | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 4, 2020 | 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).
TCHP 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.
TCHP vs WINN Performance
T. Rowe Price Blue Chip Growth ETF (TCHP) is an ETF from T.Rowe Price and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year TCHP returned +5.10% while WINN returned +11.42%. Year to date, TCHP is up 2.74% versus a gain of 11.03% for WINN.
Over three years, TCHP compounded at +21.81% 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 20.2% for TCHP. 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 -33.9% for TCHP 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
TCHP charges 0.57% per year while WINN charges 0.57%. On a $10,000 position that is $57 vs $57 annually. On income, TCHP currently yields 0.00% against 0.00% for WINN.
Holdings Overlap
76.4% of TCHP's money is in holdings WINN also owns. 76.7% of WINN's money is in holdings TCHP also owns.
Most of WINN is already inside TCHP. Owning both mostly buys the same companies twice.
34 positions in common, counted across the 62 positions we hold weights for in TCHP and 74 in WINN, against full books of 65 and 146.
What only one of them owns
Our book lists 37 positions for WINN that do not appear in our book for TCHP (22.3% of the fund), and 26 for TCHP that do not appear in WINN (21.5%).
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 TCHP | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 17.43% | 11.75% | 5.68% |
| GOOGLAlphabet Inc | 5.50% | 8.02% | 2.52% |
| AAPLApple, Inc | 4.94% | 7.51% | 2.57% |
| MSFTMicrosoft Corp | 5.92% | 6.21% | 0.29% |
| AVGOBroadcom Inc | 5.79% | 5.40% | 0.39% |
| AMZNAmazon.Com Inc | 3.60% | 4.82% | 1.22% |
| METAMeta Platforms Inc | 3.53% | 3.89% | 0.36% |
| LLYEli Lilly & Co. | 3.05% | 3.61% | 0.56% |
| AMDAdvanced Micro Devices Inc | 2.92% | 3.64% | 0.72% |
| MAMastercard Inc | 1.99% | 2.66% | 0.67% |
76.7% of WINN is already inside TCHP.
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, TCHP or WINN?
TCHP has an expense ratio of 0.57% while WINN charges 0.57%. At the precision these are quoted to, they cost the same.
Which performed better, TCHP or WINN?
Over the past year TCHP returned +5.10% 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, TCHP or WINN?
WINN has been the more volatile fund at 20.7% annualized versus 20.2% for TCHP. Worst drawdown: TCHP -33.9% vs WINN -32.1%.
Should I hold both TCHP and WINN?
TCHP 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 TCHP and WINN?
76.7% of WINN's money is in holdings TCHP also owns. 76.7% of WINN's is in holdings TCHP also owns. They hold 34 positions in common, counted across the 62 positions we hold weights for in TCHP and 74 in WINN.
Which pays a higher dividend, TCHP or WINN?
TCHP yields 0.00% while WINN yields 0.00%, so WINN currently pays the higher dividend yield.
Is WINN better than TCHP?
WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. WINN is less concentrated, with 57.5% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.