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OSEA vs BELT

Harbor International Compounders ETF vs iShares U.S. Select Equity Active ETF

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • OSEA costs 0.20% less per year.
  • OSEA is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • OSEA covers global markets; BELT covers north america.
  • OSEA follows a index tracking strategy; BELT uses index enhanced.

Side-by-side comparison

OSEABELT
Annual cost (TER)0.55%0.75%
Fund size (AUM)$497M$9M
Since20222024
Dividend yield1.23%0.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex enhanced
CAGR 1Y+7.3%+28.9%
CAGR 3Y+7.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.30N/A
Volatility 1Y15.18%17.21%
Max drawdown-18.14%-23.05%

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

Similar to OSEA and BELT