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EPEM vs EFFE

Harbor Emerging Markets Equity ETF vs Harbor Osmosis Emerging Markets Resource Efficient ETF

EPEM

Harbor Emerging Markets Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.84%

Fund size

$8M

EFFE

Harbor Osmosis Emerging Markets Resource Efficient ETF

Harbor Capital Advisors Inc

Annual cost

0.69%

Fund size

$130M

Key differences

  • EFFE costs 0.15% less per year.
  • EFFE is significantly larger than EPEM — larger funds tend to be more liquid and less likely to close.
  • EPEM follows a index tracking strategy; EFFE uses active selection.

Side-by-side comparison

EPEMEFFE
Annual cost (TER)0.84%0.69%
Fund size (AUM)$8M$130M
Since20252024
Dividend yield4.31%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1YN/A+28.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.37%
Max drawdown-13.26%-13.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EPEM and EFFE