Skip to content
Beacon
Screener

EPSV vs OSEA

Harbor SMID Cap Value ETF vs Harbor International Compounders ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • OSEA costs 0.33% less per year.
  • OSEA is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV covers north america markets; OSEA covers global.

Side-by-side comparison

EPSVOSEA
Annual cost (TER)0.88%0.55%
Fund size (AUM)$5M$497M
Since20252022
Dividend yield1.23%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+43.7%+7.3%
CAGR 3YN/A+7.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.30
Volatility 1Y17.79%15.18%
Max drawdown-8.93%-18.14%

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

Similar to EPSV and OSEA