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EPIN vs HEFA

Harbor International Equity ETF vs iShares Currency Hedged MSCI EAFE ETF

EPIN

Harbor International Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$7M

HEFA

iShares Currency Hedged MSCI EAFE ETF

iShares

Annual cost

0.35%

Fund size

$7.0B

Key differences

  • HEFA costs 0.45% less per year.
  • HEFA is significantly larger than EPIN — larger funds tend to be more liquid and less likely to close.
  • EPIN covers global markets; HEFA covers global ex us.
  • HEFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPINHEFA
Annual cost (TER)0.80%0.35%
Fund size (AUM)$7M$7.0B
Since20252014
Dividend yield3.15%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1YN/A+28.1%
CAGR 3YN/A+18.3%
CAGR 5YN/A+14.3%
Sharpe 3YN/A1.06
Volatility 1Y12.75%
Max drawdown-11.64%-32.39%

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

Similar to EPIN and HEFA