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MEDI vs OSEA

Harbor Health Care ETF vs Harbor International Compounders ETF

MEDI

Harbor Health Care ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$28M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • OSEA costs 0.25% less per year.
  • OSEA is significantly larger than MEDI — larger funds tend to be more liquid and less likely to close.
  • MEDI covers north america markets; OSEA covers global.
  • MEDI follows a active selection strategy; OSEA uses index tracking.
  • Over the last 3 years, MEDI has delivered higher annualized returns.

Side-by-side comparison

MEDIOSEA
Annual cost (TER)0.80%0.55%
Fund size (AUM)$28M$497M
Since20222022
Dividend yield0.25%1.23%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+28.2%+7.3%
CAGR 3Y+13.6%+7.3%
CAGR 5YN/AN/A
Sharpe 3Y0.580.30
Volatility 1Y19.80%15.18%
Max drawdown-19.24%-18.14%

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

Similar to MEDI and OSEA