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EPIN vs SCZ

Harbor International Equity ETF vs iShares MSCI EAFE Small-Cap ETF

EPIN

Harbor International Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$7M

SCZ

iShares MSCI EAFE Small-Cap ETF

iShares

Annual cost

0.40%

Fund size

$14.4B

Key differences

  • SCZ costs 0.40% less per year.
  • SCZ is significantly larger than EPIN — larger funds tend to be more liquid and less likely to close.
  • EPIN covers global markets; SCZ covers global ex us.
  • SCZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPINSCZ
Annual cost (TER)0.80%0.40%
Fund size (AUM)$7M$14.4B
Since20252007
Dividend yield3.05%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1YN/A+27.0%
CAGR 3YN/A+15.7%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.81
Volatility 1Y14.44%
Max drawdown-11.64%-41.07%

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

Similar to EPIN and SCZ