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ANEW vs OSEA

ProShares MSCI Transformational Changes ETF vs Harbor International Compounders ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

OSEA

Harbor International Compounders ETF

Annual cost

0.55%

Fund size

$490M

Key differences

Both ANEW and OSEA are equity ETFs. ANEW charges 0.45% a year and OSEA 0.55%. The main difference: ANEW follows a index tracking strategy; OSEA uses active selection.

  • ANEW follows a index tracking strategy; OSEA uses active selection.
  • ANEW costs 0.10% less per year.
  • OSEA is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ANEW has delivered higher annualized returns.

Side-by-side comparison

ANEWOSEA
Annual cost (TER)0.45%0.55%
Fund size (AUM)$8M$490M
Since20202022
Dividend yield0.61%1.23%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingactive selection
CAGR 1Y+2.8%+3.7%
CAGR 3Y+13.8%+7.3%
CAGR 5Y+3.5%N/A
Sharpe 3Y0.680.30
Volatility 1Y13.47%15.33%
Max drawdown-39.87%-18.14%

Similar to ANEW and OSEA