BIDD vs. EPIN

Last updated Aug 2, 2026

BIDD (iShares International Dividend Active ETF) and EPIN (Harbor International Equity ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Over the past year, BIDD returned 23.52% vs 38.00% for EPIN. Their correlation of 0.90 means they have usually moved in the same direction. BIDD charges 0.59%/yr vs 0.80%/yr for EPIN.

Performance

BIDD vs. EPIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares International Dividend Active ETF (BIDD) and Harbor International Equity ETF (EPIN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BIDD achieves a 10.61% return, which is significantly lower than EPIN's 23.34% return.

BIDD

• 1D: 0.43%
• 1M: 1.14%
• 6M: 5.38%
• YTD: 10.61%
• 1Y: 23.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 17.28%

EPIN

• 1D: 0.40%
• 1M: -0.70%
• 6M: 14.34%
• YTD: 23.34%
• 1Y: 38.00%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 34.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BIDD iShares International Dividend Active ETF	$837.27K	$755.63K	$976.21K
EPIN Harbor International Equity ETF	$41.81K	$24.58K	$20.32K

BIDD vs. EPIN - Yearly Performance Comparison

	2026 (YTD)	2025
BIDD iShares International Dividend Active ETF	10.61%	8.00%
EPIN Harbor International Equity ETF	23.34%	14.36%

Correlation

The correlation between BIDD and EPIN is 0.91, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.91
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	0.90

The correlation between BIDD and EPIN has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.

BIDD vs. EPIN - Sectors Allocation Comparison

Sectors	BIDD	EPIN
Financial Services	26.1%	19.1%
Technology	24.8%	29.6%
Industrials	16.8%	20.6%
Communication Services	7.2%	1.0%
Consumer Cyclical	6.1%	7.0%
Healthcare	6.0%	8.2%
Basic Materials	5.9%	7.1%
Energy	4.6%	3.8%
Consumer Defensive	2.4%	3.6%
Real Estate	-	-
Utilities	-	-

Return for Risk

BIDD vs. EPIN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BIDD

BIDD Risk / Return Rank: 56
BIDD Sharpe Ratio Rank: 57
BIDD Sortino Ratio Rank: 57
BIDD Omega Ratio Rank: 57
BIDD Calmar Ratio Rank: 52
BIDD Martin Ratio Rank: 57

EPIN

EPIN Risk / Return Rank: 83
EPIN Sharpe Ratio Rank: 83
EPIN Sortino Ratio Rank: 81
EPIN Omega Ratio Rank: 82
EPIN Calmar Ratio Rank: 84
EPIN Martin Ratio Rank: 84

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BIDD vs. EPIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares International Dividend Active ETF (BIDD) and Harbor International Equity ETF (EPIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BIDD	EPIN	Difference
Sharpe ratio: Return per unit of total volatility	1.37	1.95	-0.58
Sortino ratio: Return per unit of downside risk	1.98	2.66	-0.68
Omega ratio: Gain probability vs. loss probability	1.25	1.35	-0.10
Calmar ratio: Return relative to maximum drawdown	1.89	3.20	-1.31
Martin ratio: Return relative to average drawdown	6.82	11.52	-4.70

BIDD vs. EPIN - Sharpe Ratio Comparison

The current BIDD Sharpe Ratio is 1.37, which is comparable to the EPIN Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BIDD and EPIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BIDD vs. EPIN - Drawdown Comparison

The maximum BIDD drawdown since its inception was -15.08%, which is greater than EPIN's maximum drawdown of -11.64%. Use the drawdown chart below to compare losses from any high point for BIDD and EPIN.

Drawdown Indicators

	BIDD	EPIN	Difference
Max Drawdown Largest peak-to-trough decline	-15.08%	-11.64%	-3.44%
Max Drawdown (1Y) Largest decline over 1 year	-12.32%	-11.64%	-0.68%
Current Drawdown Current decline from peak	-2.21%	-2.49%	+0.28%
Average Drawdown Average peak-to-trough decline	-2.31%	-1.93%	-0.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.40%	3.23%	+0.17%

Volatility

BIDD vs. EPIN - Volatility Comparison

iShares International Dividend Active ETF (BIDD) and Harbor International Equity ETF (EPIN) have volatilities of 5.52% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIDD	EPIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.52%	5.55%	-0.03%
Volatility (6M) Calculated over the trailing 6-month period	15.02%	16.99%	-1.97%
Volatility (1Y) Calculated over the trailing 1-year period	16.96%	19.13%	-2.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.42%	18.37%	-0.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.42%	18.37%	-0.95%

BIDD vs. EPIN - Expense Ratio Comparison

BIDD has a 0.59% expense ratio, which is lower than EPIN's 0.80% expense ratio.

Dividends

BIDD vs. EPIN - Dividend Comparison

BIDD's dividend yield for the trailing twelve months is around 7.71%, more than EPIN's 0.64% yield.

Position	TTM	2025	2024
BIDD iShares International Dividend Active ETF	7.71%	2.74%	0.13%
EPIN Harbor International Equity ETF	0.64%	0.79%	0.00%

Frequently Asked Questions

Can I hold both BIDD and EPIN in my portfolio?

With a correlation of 0.91, BIDD and EPIN move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BIDD or EPIN?

EPIN has higher volatility (5.55%) compared to BIDD (5.52%). In terms of maximum drawdown, BIDD dropped -15.08% vs EPIN's -11.64%.

Which ETF is better, BIDD or EPIN?

On 1-year performance, EPIN leads with 38.00% vs 23.52% for BIDD. On fees, BIDD is cheaper at 0.59% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BIDD or EPIN?

Over the 1-year period, EPIN has performed better with a 38.00% return vs 23.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BIDD or EPIN?

BIDD is cheaper with a 0.59% expense ratio, compared with 0.80% for EPIN.

Which ETF pays a higher dividend yield, BIDD or EPIN?

BIDD has the higher dividend yield at 7.71%, compared with 0.64% for EPIN.

What is the main difference between BIDD and EPIN?

They also come from different issuers: iShares and Harbor. Their fees differ too: 0.59% for BIDD and 0.80% for EPIN.

Which has better risk-adjusted returns?

EPIN currently has the higher Sharpe Ratio (1.95 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.