Harbor Emerging Markets Equity ETF (EPEM) belongs to the Emerging Markets Diversified category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EPEM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPEM
EPEM charges 0.84% annually. There are 37 ETFs in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF | 0.09% | 165.70B | Oct 2012 | EPEM vs IEMG | |
| JPMorgan Betabuilders Emerging Markets Equity ETF | 0.15% | 851.97M | May 2023 | EPEM vs BBEM | |
| SPDR S&P Emerging Markets ex-China ETF | 0.15% | 10.16M | Sep 2024 | EPEM vs XCNY | |
| Franklin Emerging Market Core Dividend Tilt Index ... | 0.19% | 63.00M | Jun 2016 | EPEM vs DIEM | |
| Strive Emerging Markets Ex-China ETF | 0.32% | 151.08M | Jan 2023 | EPEM vs STXE |
Best Risk-Adjusted Alternatives to EPEM
EPEM has a PortfoliosLab risk / return rank of 74. There are 19 ETFs in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Focused Emerging Markets Equity ETF | 94 | 658.42M | Sep 2024 | EPEM vs EMEQ | |
| First Trust Bloomberg Emerging Market Democracies ... | 90 | 35.39M | Mar 2023 | EPEM vs EMDM | |
| Freedom 100 Emerging Markets ETF | 90 | 2.93B | May 2019 | EPEM vs FRDM | |
| Strive Emerging Markets Ex-China ETF | 89 | 151.08M | Jan 2023 | EPEM vs STXE | |
| iShares Currency Hedged MSCI Emerging Markets ETF | 88 | 296.41M | Sep 2014 | EPEM vs HEEM |
Top Performing EPEM Alternatives (YTD)
EPEM is at 23.73% YTD. There are 25 ETFs in the Emerging Markets Diversified category with higher YTD returns, going as high as 78.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Focused Emerging Markets Equity ETF | 78.18% | 658.42M | Sep 2024 | EPEM vs EMEQ | |
| First Trust Emerging Markets Human Flourishing ETF | 48.20% | 130.92M | Oct 2023 | EPEM vs FTHF | |
| Matthews Emerging Markets Sustainable Future Activ... | 45.40% | 48.02M | Sep 2023 | EPEM vs EMSF | |
| Strive Emerging Markets Ex-China ETF | 44.15% | 151.08M | Jan 2023 | EPEM vs STXE | |
| Freedom 100 Emerging Markets ETF | 40.46% | 2.93B | May 2019 | EPEM vs FRDM |
Lowest Volatility Alternatives to EPEM
EPEM has 21.19% 1-year volatility. There are 14 ETFs in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 15.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Emerging Markets ex-China Fund | 15.07% | 80.36M | Sep 2022 | EPEM vs XC | |
| VictoryShares Emerging Markets Value Momentum ETF | 15.87% | 254.79M | Oct 2017 | EPEM vs UEVM | |
| WisdomTree Emerging Markets SmallCap Dividend Fund | 16.87% | 1.84B | Oct 2007 | EPEM vs DGS | |
| SPDR S&P Emerging Markets ex-China ETF | 18.07% | 10.16M | Sep 2024 | EPEM vs XCNY | |
| Avantis Emerging Markets Small Cap Equity ETF | 18.28% | 117.88M | Nov 2023 | EPEM vs AVEE |
Lowest Drawdown Alternatives to EPEM
EPEM has a 1-year max drawdown of -13.27%. There are 15 ETFs in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -9.79%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Emerging Markets Value Momentum ETF | -9.79% | 254.79M | Oct 2017 | EPEM vs UEVM | |
| WisdomTree Emerging Markets SmallCap Dividend Fund | -10.06% | 1.84B | Oct 2007 | EPEM vs DGS | |
| Avantis Emerging Markets Small Cap Equity ETF | -10.65% | 117.88M | Nov 2023 | EPEM vs AVEE | |
| iShares Currency Hedged MSCI Emerging Markets ETF | -10.83% | 296.41M | Sep 2014 | EPEM vs HEEM | |
| iShares MSCI Emerging Markets Small-Cap ETF | -10.87% | 390.89M | Aug 2011 | EPEM vs EEMS |
Other ETFs from Harbor
The 10 most viewed Harbor ETFs shown here include HGER, HAPI, GDIV and span 10 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Commodity All-Weather Strategy ETF | Commodities | 50 | 15.91% | 3.30B | Feb 2022 | EPEM vs HGER | |
| Harbor Corporate Culture ETF | Large Cap Blend Equities | 51 | 6.20% | 486.12M | Oct 2022 | EPEM vs HAPI | |
| Harbor Dividend Growth Leaders ETF | Large Cap Blend Equities, Dividend | 63 | 10.94% | 235.33M | Jul 2013 | EPEM vs GDIV | |
| Harbor International Compounders ETF | Foreign Large Cap Equities | 14 | -1.16% | 491.69M | Sep 2022 | EPEM vs OSEA | |
| Harbor Health Care ETF | Health & Biotech Equities | 28 | 1.38% | 39.75M | Nov 2022 | EPEM vs MEDI | |
| Harbor Long-Short Equity ETF | Long-Short | 69 | 27.48% | 16.92M | Dec 2023 | EPEM vs LSEQ | |
| Harbor Scientific Alpha High-Yield ETF | High Yield Bonds | 57 | 2.30% | 140.59M | Sep 2021 | EPEM vs SIHY | |
| Harbor Long-Term Growers ETF | Large Cap Growth Equities | 19 | 1.85% | 1.13B | Feb 2022 | EPEM vs WINN | |
| Harbor Scientific Alpha Income ETF | Multisector Bonds | 61 | 1.33% | 33.79M | Sep 2021 | EPEM vs SIFI | |
| Harbor Human Capital Factor US Small Cap ETF | Small Cap Blend Equities | 64 | 15.94% | 163.59M | Apr 2023 | EPEM vs HAPS |
Often Compared With EPEM
Investors most often compare EPEM with DFEV, SGOV, BAMU. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare EPEM with Any Fund or Stock
Compare EPEM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPEM with funds that move differently
Harbor Emerging Markets Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPEM.
Explore EPEM Diversifiers