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EPIN vs ESGD

Harbor International Equity ETF vs iShares ESG Aware MSCI EAFE ETF

EPIN

Harbor International Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$7M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.60% less per year.
  • ESGD is significantly larger than EPIN — larger funds tend to be more liquid and less likely to close.
  • EPIN covers global markets; ESGD covers global ex us.
  • ESGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPINESGD
Annual cost (TER)0.80%0.20%
Fund size (AUM)$7M$11.3B
Since20252016
Dividend yield3.39%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1YN/A+21.5%
CAGR 3YN/A+15.5%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.79
Volatility 1Y15.31%
Max drawdown-11.64%-33.70%

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

Similar to EPIN and ESGD