EPIN vs. FPXI

Last updated Aug 2, 2026

EPIN (Harbor International Equity ETF) and FPXI (First Trust International Equity Opportunities ETF) are both Foreign Large Cap Equities funds. EPIN is actively managed, while FPXI is passively managed. Over the past year, EPIN returned 38.00% vs 27.53% for FPXI. Their correlation of 0.82 means they have usually moved in the same direction. EPIN charges 0.80%/yr vs 0.70%/yr for FPXI.

Performance

EPIN vs. FPXI - Performance Comparison

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

Returns By Period

In the year-to-date period, EPIN achieves a 23.34% return, which is significantly higher than FPXI's 16.35% return.

EPIN

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

FPXI

• 1D: 0.37%
• 1M: -11.41%
• 6M: 7.34%
• YTD: 16.35%
• 1Y: 27.53%
• 3Y*: 18.20%
• 5Y*: 1.52%
• 10Y*: 11.20%
• ALL TIME*: 8.36%

*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)
EPIN Harbor International Equity ETF	$41.81K	$24.58K	$20.32K
FPXI First Trust International Equity Opportunities ETF	$2.77M	$3.96M	$4.56M

EPIN vs. FPXI - Yearly Performance Comparison

	2026 (YTD)	2025
EPIN Harbor International Equity ETF	23.34%	14.36%
FPXI First Trust International Equity Opportunities ETF	16.35%	9.71%

Correlation

The correlation between EPIN and FPXI is 0.83, 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.	0.83
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	0.82

The correlation between EPIN and FPXI has been stable across timeframes, ranging from 0.82 to 0.83 - a consistent structural relationship.

EPIN vs. FPXI - Sectors Allocation Comparison

Sectors	EPIN	FPXI
Technology	29.6%	42.9%
Industrials	20.6%	21.0%
Financial Services	19.1%	6.2%
Healthcare	8.2%	9.1%
Basic Materials	7.1%	6.6%
Consumer Cyclical	7.0%	6.3%
Energy	3.8%	3.7%
Consumer Defensive	3.6%	2.2%
Communication Services	1.0%	1.3%
Real Estate	-	0.5%
Utilities	-	0.7%

Return for Risk

EPIN vs. FPXI — Risk / Return Rank

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

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

FPXI

FPXI Risk / Return Rank: 35
FPXI Sharpe Ratio Rank: 35
FPXI Sortino Ratio Rank: 36
FPXI Omega Ratio Rank: 35
FPXI Calmar Ratio Rank: 32
FPXI Martin Ratio Rank: 38

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.

EPIN vs. FPXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor International Equity ETF (EPIN) and First Trust International Equity Opportunities ETF (FPXI). 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.

	EPIN	FPXI	Difference
Sharpe ratio: Return per unit of total volatility	1.95	0.86	+1.09
Sortino ratio: Return per unit of downside risk	2.66	1.34	+1.32
Omega ratio: Gain probability vs. loss probability	1.35	1.16	+0.19
Calmar ratio: Return relative to maximum drawdown	3.20	1.08	+2.12
Martin ratio: Return relative to average drawdown	11.52	3.95	+7.57

EPIN vs. FPXI - Sharpe Ratio Comparison

The current EPIN Sharpe Ratio is 1.95, which is higher than the FPXI Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of EPIN and FPXI, 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

EPIN vs. FPXI - Drawdown Comparison

The maximum EPIN drawdown since its inception was -11.64%, smaller than the maximum FPXI drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for EPIN and FPXI.

Drawdown Indicators

	EPIN	FPXI	Difference
Max Drawdown Largest peak-to-trough decline	-11.64%	-55.78%	+44.14%
Max Drawdown (1Y) Largest decline over 1 year	-11.64%	-24.12%	+12.48%
Max Drawdown (3Y) Largest decline over 3 years	—	-24.12%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-50.75%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-55.78%	—
Current Drawdown Current decline from peak	-2.49%	-20.48%	+17.99%
Average Drawdown Average peak-to-trough decline	-1.93%	-20.12%	+18.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.23%	6.58%	-3.35%

Volatility

EPIN vs. FPXI - Volatility Comparison

The current volatility for Harbor International Equity ETF (EPIN) is 5.55%, while First Trust International Equity Opportunities ETF (FPXI) has a volatility of 13.35%. This indicates that EPIN experiences smaller price fluctuations and is considered to be less risky than FPXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EPIN	FPXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.55%	13.35%	-7.80%
Volatility (6M) Calculated over the trailing 6-month period	16.99%	27.34%	-10.35%
Volatility (1Y) Calculated over the trailing 1-year period	19.13%	30.34%	-11.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.37%	23.12%	-4.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.37%	21.90%	-3.53%

EPIN vs. FPXI - Expense Ratio Comparison

EPIN has a 0.80% expense ratio, which is higher than FPXI's 0.70% expense ratio.

Dividends

EPIN vs. FPXI - Dividend Comparison

EPIN's dividend yield for the trailing twelve months is around 0.64%, less than FPXI's 0.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPIN Harbor International Equity ETF	0.64%	0.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FPXI First Trust International Equity Opportunities ETF	0.68%	0.70%	0.93%	0.71%	1.13%	0.71%	0.18%	0.67%	1.75%	0.75%	2.09%	1.34%

Frequently Asked Questions

Can I hold both EPIN and FPXI in my portfolio?

EPIN and FPXI have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EPIN or FPXI?

FPXI has higher volatility (13.35%) compared to EPIN (5.55%). In terms of maximum drawdown, EPIN dropped -11.64% vs FPXI's -55.78%.

Which ETF is better, EPIN or FPXI?

On 1-year performance, EPIN leads with 38.00% vs 27.53% for FPXI. On fees, FPXI is cheaper at 0.70% per year. On volatility, EPIN has been the lower-risk option at 5.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EPIN or FPXI?

Over the 1-year period, EPIN has performed better with a 38.00% return vs 27.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EPIN or FPXI?

FPXI is cheaper with a 0.70% expense ratio, compared with 0.80% for EPIN.

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

FPXI has the higher dividend yield at 0.68%, compared with 0.64% for EPIN.

What is the main difference between EPIN and FPXI?

They also come from different issuers: Harbor and First Trust. Their fees differ too: 0.80% for EPIN and 0.70% for FPXI.

Which has better risk-adjusted returns?

EPIN currently has the higher Sharpe Ratio (1.95 vs 0.86), 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.