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MEDI vs LSEQ

Harbor Health Care ETF vs Harbor Long-Short Equity ETF

MEDI

Harbor Health Care ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$28M

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

Key differences

  • MEDI costs 1.48% less per year.
  • MEDI is classified as equity, while LSEQ is alternative — different risk/return profiles.
  • MEDI follows a active selection strategy; LSEQ uses long short.

Side-by-side comparison

MEDILSEQ
Annual cost (TER)0.80%2.28%
Fund size (AUM)$28M$15M
Since20222023
Dividend yield0.25%1.78%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+28.2%+19.7%
CAGR 3Y+13.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.58N/A
Volatility 1Y19.80%14.96%
Max drawdown-19.24%-8.35%

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

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