Skip to content
Beacon
Screener

HFGM vs EFFI

Unlimited HFGM Global Macro ETF vs Harbor Osmosis International Resource Efficient ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

EFFI

Harbor Osmosis International Resource Efficient ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$147M

Key differences

  • EFFI costs 0.46% less per year.
  • HFGM is classified as alternative, while EFFI is equity — different risk/return profiles.
  • HFGM follows a tactical allocation strategy; EFFI uses active selection.

Side-by-side comparison

HFGMEFFI
Annual cost (TER)1.01%0.55%
Fund size (AUM)$133M$147M
Since20252024
Dividend yield5.05%4.24%
Asset classalternativeequity
Regionglobal
Strategytactical allocationactive selection
CAGR 1Y+42.9%+20.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.77%14.70%
Max drawdown-10.66%-10.55%

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

Similar to HFGM and EFFI