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HFGM vs EFFE

Unlimited HFGM Global Macro ETF vs Harbor Osmosis Emerging Markets Resource Efficient ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

EFFE

Harbor Osmosis Emerging Markets Resource Efficient ETF

Harbor Capital Advisors Inc

Annual cost

0.69%

Fund size

$130M

Key differences

  • EFFE costs 0.32% less per year.
  • HFGM is classified as alternative, while EFFE is equity — different risk/return profiles.
  • HFGM follows a tactical allocation strategy; EFFE uses active selection.

Side-by-side comparison

HFGMEFFE
Annual cost (TER)1.01%0.69%
Fund size (AUM)$133M$130M
Since20252024
Dividend yield5.05%4.31%
Asset classalternativeequity
Regionemerging markets
Strategytactical allocationactive selection
CAGR 1Y+42.9%+28.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.77%19.37%
Max drawdown-10.66%-13.75%

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

Similar to HFGM and EFFE