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OSEA vs FENI

Harbor International Compounders ETF vs Fidelity Enhanced International ETF

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

FENI

Fidelity Enhanced International ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$9.1B

Key differences

  • FENI costs 0.27% less per year.
  • FENI is significantly larger than OSEA — larger funds tend to be more liquid and less likely to close.
  • OSEA covers global markets; FENI covers europe.
  • OSEA follows a index tracking strategy; FENI uses active selection.
  • FENI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSEAFENI
Annual cost (TER)0.55%0.28%
Fund size (AUM)$497M$9.1B
Since20222007
Dividend yield1.23%2.93%
Asset classequityequity
Regionglobaleurope
Strategyindex trackingactive selection
CAGR 1Y+7.3%+28.3%
CAGR 3Y+7.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.30N/A
Volatility 1Y15.18%15.57%
Max drawdown-18.14%-14.20%

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

Similar to OSEA and FENI