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OSEA vs DWLD

Harbor International Compounders ETF vs Davis Select Worldwide ETF

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

DWLD

Davis Select Worldwide ETF

Davis ETFs

Annual cost

0.62%

Fund size

$567M

Key differences

  • OSEA costs 0.07% less per year.
  • OSEA follows a index tracking strategy; DWLD uses active selection.
  • Over the last 3 years, DWLD has delivered higher annualized returns.
  • DWLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSEADWLD
Annual cost (TER)0.55%0.62%
Fund size (AUM)$497M$567M
Since20222017
Dividend yield1.23%0.90%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingactive selection
CAGR 1Y+8.2%+25.3%
CAGR 3Y+7.1%+22.5%
CAGR 5YN/A+8.3%
Sharpe 3Y0.291.03
Volatility 1Y15.20%14.72%
Max drawdown-18.14%-39.27%

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

Similar to OSEA and DWLD