EPEM vs. BPH

Last updated Jun 25, 2026

EPEM (Harbor Emerging Markets Equity ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - EPEM is a Emerging Markets Diversified fund actively managed by Harbor, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. At a 0.03 correlation, their price movements are largely independent. EPEM charges 0.84%/yr vs 0.19%/yr for BPH.

Performance

EPEM vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Emerging Markets Equity ETF (EPEM) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EPEM

• 1D: -0.40%
• 1M: 0.78%
• YTD: 23.73%
• 6M: 25.59%
• 1Y: 44.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: -3.60%
• 1M: -8.93%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EPEM vs. BPH - Yearly Performance Comparison

	2026 (YTD)
EPEM Harbor Emerging Markets Equity ETF	0.78%
BPH BP p.l.c. ADRhedged ETF	-8.93%

Correlation

The correlation between EPEM and BPH is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	0.03

EPEM vs. BPH - Sectors Allocation Comparison

Sectors	EPEM	BPH
Technology	42.1%	-
Financial Services	22.1%	-
Consumer Cyclical	9.3%	-
Consumer Defensive	6.2%	-
Basic Materials	6.0%	-
Communication Services	5.6%	-
Energy	3.2%	100.0%
Industrials	2.5%	-
Healthcare	1.8%	-
Real Estate	1.2%	-
Utilities	-	-

Return for Risk

EPEM vs. BPH — Risk / Return Rank

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

EPEM

EPEM Risk / Return Rank: 74
EPEM Sharpe Ratio Rank: 76
EPEM Sortino Ratio Rank: 67
EPEM Omega Ratio Rank: 76
EPEM Calmar Ratio Rank: 75
EPEM Martin Ratio Rank: 74

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

EPEM vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Emerging Markets Equity ETF (EPEM) and BP p.l.c. ADRhedged ETF (BPH). 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.

	EPEM	BPH	Difference
Sharpe ratio: Return per unit of total volatility	2.10	—	—
Sortino ratio: Return per unit of downside risk	2.67	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	3.33	—	—
Martin ratio: Return relative to average drawdown	11.97	—	—

Drawdowns

EPEM vs. BPH - Drawdown Comparison

The maximum EPEM drawdown since its inception was -13.27%, which is greater than BPH's maximum drawdown of -12.01%. Use the drawdown chart below to compare losses from any high point for EPEM and BPH.

Drawdown Indicators

	EPEM	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-13.27%	-12.01%	-1.26%
Max Drawdown (1Y) Largest decline over 1 year	-13.27%	—	—
Current Drawdown Current decline from peak	-6.10%	-12.01%	+5.91%
Average Drawdown Average peak-to-trough decline	-2.09%	-3.60%	+1.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.69%	—	—

Volatility

Volatility by Period

	EPEM	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.89%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.19%	26.17%	-4.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.88%	26.17%	-5.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.88%	26.17%	-5.29%

EPEM vs. BPH - Expense Ratio Comparison

EPEM has a 0.84% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

EPEM vs. BPH - Dividend Comparison

EPEM's dividend yield for the trailing twelve months is around 2.96%, more than BPH's 0.55% yield.

Position	TTM	2025
BPH BP p.l.c. ADRhedged ETF	0.55%	0.00%
EPEM Harbor Emerging Markets Equity ETF	2.96%	3.66%

Frequently Asked Questions

Can I hold both EPEM and BPH in my portfolio?

EPEM and BPH have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EPEM or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPEM or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.84% for EPEM.

Which ETF pays a higher dividend yield, EPEM or BPH?

EPEM has the higher dividend yield at 2.96%, compared with 0.55% for BPH.

What is the main difference between EPEM and BPH?

EPEM is categorized as Emerging Markets Diversified, while BPH is Energy Equities. They also come from different issuers: Harbor and Precidian. Their fees differ too: 0.84% for EPEM and 0.19% for BPH.