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LSEQ vs OEF

Harbor Long-Short Equity ETF vs iShares S&P 100 ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • OEF costs 2.08% less per year.
  • OEF is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while OEF is equity — different risk/return profiles.
  • LSEQ follows a long short strategy; OEF uses index tracking.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQOEF
Annual cost (TER)2.28%0.20%
Fund size (AUM)$15M$19.6B
Since20232000
Dividend yield1.78%0.88%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+19.7%+31.9%
CAGR 3YN/A+25.8%
CAGR 5YN/A+15.9%
Sharpe 3YN/A1.31
Volatility 1Y14.96%12.88%
Max drawdown-8.35%-31.44%

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

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