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EPEM vs EFFI

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

EPEM

Harbor Emerging Markets Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.84%

Fund size

$8M

EFFI

Harbor Osmosis International Resource Efficient ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$147M

Key differences

  • EFFI costs 0.29% less per year.
  • EFFI is significantly larger than EPEM — larger funds tend to be more liquid and less likely to close.
  • EPEM covers emerging markets markets; EFFI covers global.
  • EPEM follows a index tracking strategy; EFFI uses active selection.

Side-by-side comparison

EPEMEFFI
Annual cost (TER)0.84%0.55%
Fund size (AUM)$8M$147M
Since20252024
Dividend yield4.24%
Asset classequityequity
Regionemerging marketsglobal
Strategyindex trackingactive selection
CAGR 1YN/A+20.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.70%
Max drawdown-13.26%-10.55%

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

Similar to EPEM and EFFI