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LSEQ vs ILCB

Harbor Long-Short Equity ETF vs iShares Morningstar U.S. Equity ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

ILCB

iShares Morningstar U.S. Equity ETF

iShares

Annual cost

0.03%

Fund size

$1.2B

Key differences

  • ILCB costs 2.25% less per year.
  • ILCB is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while ILCB is equity — different risk/return profiles.
  • LSEQ follows a long short strategy; ILCB uses index tracking.
  • ILCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQILCB
Annual cost (TER)2.28%0.03%
Fund size (AUM)$15M$1.2B
Since20232004
Dividend yield1.78%1.02%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+19.7%+29.9%
CAGR 3YN/A+23.3%
CAGR 5YN/A+13.9%
Sharpe 3YN/A1.24
Volatility 1Y14.96%12.16%
Max drawdown-8.35%-35.30%

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

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