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OSEA vs ITOT

Harbor International Compounders ETF vs iShares Core S&P Total U.S. Stock Market ETF

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares

Annual cost

0.03%

Fund size

$88.9B

Key differences

  • ITOT costs 0.52% less per year.
  • ITOT is significantly larger than OSEA — larger funds tend to be more liquid and less likely to close.
  • OSEA covers global markets; ITOT covers north america.
  • Over the last 3 years, ITOT has delivered higher annualized returns.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSEAITOT
Annual cost (TER)0.55%0.03%
Fund size (AUM)$497M$88.9B
Since20222004
Dividend yield1.23%1.03%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+29.5%
CAGR 3Y+7.3%+22.8%
CAGR 5YN/A+12.9%
Sharpe 3Y0.301.20
Volatility 1Y15.18%12.36%
Max drawdown-18.14%-35.00%

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

Similar to OSEA and ITOT