EFFI vs. JIVE

Last updated Jun 23, 2026

EFFI (Harbor Osmosis International Resource Efficient ETF) and JIVE (Jpmorgan International Value ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Over the past year, EFFI returned 20.38% vs 44.94% for JIVE. Their correlation of 0.88 suggests significant overlap in exposure. Both charge a 0.55% expense ratio.

Performance

EFFI vs. JIVE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Osmosis International Resource Efficient ETF (EFFI) and Jpmorgan International Value ETF (JIVE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EFFI achieves a 5.11% return, which is significantly lower than JIVE's 17.13% return.

EFFI

• 1D: -0.00%
• 1M: 0.41%
• YTD: 5.11%
• 6M: 5.37%
• 1Y: 20.38%
• 3Y*: —
• 5Y*: —
• 10Y*: —

JIVE

• 1D: 0.11%
• 1M: 2.55%
• YTD: 17.13%
• 6M: 17.93%
• 1Y: 44.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EFFI vs. JIVE - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EFFI Harbor Osmosis International Resource Efficient ETF	5.11%	33.41%	-3.24%
JIVE Jpmorgan International Value ETF	17.13%	49.80%	-3.17%

Correlation

The correlation between EFFI and JIVE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.89
Correlation (All Time) Calculated using the full available price history since Dec 12, 2024	0.88

The correlation between EFFI and JIVE has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.

Return for Risk

EFFI vs. JIVE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EFFI

EFFI Risk / Return Rank: 41
EFFI Sharpe Ratio Rank: 41
EFFI Sortino Ratio Rank: 39
EFFI Omega Ratio Rank: 39
EFFI Calmar Ratio Rank: 40
EFFI Martin Ratio Rank: 45

JIVE

JIVE Risk / Return Rank: 87
JIVE Sharpe Ratio Rank: 91
JIVE Sortino Ratio Rank: 89
JIVE Omega Ratio Rank: 89
JIVE Calmar Ratio Rank: 83
JIVE Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EFFI vs. JIVE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Osmosis International Resource Efficient ETF (EFFI) and Jpmorgan International Value ETF (JIVE). 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.

	EFFI	JIVE	Difference
Sharpe ratio: Return per unit of total volatility	1.38	3.02	-1.63
Sortino ratio: Return per unit of downside risk	1.94	3.92	-1.98
Omega ratio: Gain probability vs. loss probability	1.25	1.54	-0.29
Calmar ratio: Return relative to maximum drawdown	1.94	4.27	-2.33
Martin ratio: Return relative to average drawdown	7.21	16.40	-9.20

EFFI vs. JIVE - Sharpe Ratio Comparison

The current EFFI Sharpe Ratio is 1.38, which is lower than the JIVE Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of EFFI and JIVE, 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

EFFI vs. JIVE - Drawdown Comparison

The maximum EFFI drawdown since its inception was -13.64%, roughly equal to the maximum JIVE drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for EFFI and JIVE.

Drawdown Indicators

	EFFI	JIVE	Difference
Max Drawdown Largest peak-to-trough decline	-13.64%	-13.79%	+0.15%
Max Drawdown (1Y) Largest decline over 1 year	-10.55%	-10.57%	+0.02%
Current Drawdown Current decline from peak	-1.05%	-0.56%	-0.49%
Average Drawdown Average peak-to-trough decline	-1.80%	-1.94%	+0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.84%	2.75%	+0.09%

Volatility

EFFI vs. JIVE - Volatility Comparison

The current volatility for Harbor Osmosis International Resource Efficient ETF (EFFI) is 3.67%, while Jpmorgan International Value ETF (JIVE) has a volatility of 5.33%. This indicates that EFFI experiences smaller price fluctuations and is considered to be less risky than JIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EFFI	JIVE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.67%	5.33%	-1.66%
Volatility (6M) Calculated over the trailing 6-month period	12.22%	12.72%	-0.50%
Volatility (1Y) Calculated over the trailing 1-year period	14.86%	15.01%	-0.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.53%	15.08%	+1.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.53%	15.08%	+1.45%

EFFI vs. JIVE - Expense Ratio Comparison

Both EFFI and JIVE have an expense ratio of 0.55%.

Dividends

EFFI vs. JIVE - Dividend Comparison

EFFI's dividend yield for the trailing twelve months is around 4.12%, more than JIVE's 2.46% yield.

Position	TTM	2025	2024	2023
EFFI Harbor Osmosis International Resource Efficient ETF	4.12%	4.33%	0.00%	0.00%
JIVE Jpmorgan International Value ETF	2.46%	2.88%	2.48%	0.74%

Frequently Asked Questions

Can I hold both EFFI and JIVE in my portfolio?

EFFI and JIVE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EFFI or JIVE?

JIVE has higher volatility (5.33%) compared to EFFI (3.67%). In terms of maximum drawdown, EFFI dropped -13.64% vs JIVE's -13.79%.

Which ETF is better, EFFI or JIVE?

On 1-year performance, JIVE leads with 44.94% vs 20.38% for EFFI. Both ETFs have the same 0.55% expense ratio. On volatility, EFFI has been the lower-risk option at 3.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EFFI or JIVE?

Over the 1-year period, JIVE has performed better with a 44.94% return vs 20.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EFFI or JIVE?

EFFI and JIVE have the same expense ratio: 0.55% per year.

Which ETF pays a higher dividend yield, EFFI or JIVE?

EFFI has the higher dividend yield at 4.12%, compared with 2.46% for JIVE.

What is the main difference between EFFI and JIVE?

They also come from different issuers: Harbor and JPMorgan.

Which has better risk-adjusted returns?

JIVE currently has the higher Sharpe Ratio (3.02 vs 1.38), 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.