EPIN vs. FPXI

Last updated Jun 3, 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. Their correlation of 0.83 suggests significant overlap in exposure. 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 25.75% return, which is significantly lower than FPXI's 34.90% return.

EPIN

• 1D: 0.86%
• 1M: 12.44%
• YTD: 25.75%
• 6M: 30.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FPXI

• 1D: 1.19%
• 1M: 13.60%
• YTD: 34.90%
• 6M: 35.06%
• 1Y: 49.84%
• 3Y*: 27.60%
• 5Y*: 4.37%
• 10Y*: 12.93%

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

EPIN vs. FPXI - Yearly Performance Comparison

	2026 (YTD)	2025
EPIN Harbor International Equity ETF	25.75%	14.68%
FPXI First Trust International Equity Opportunities ETF	34.90%	9.40%

Correlation

The correlation between EPIN and FPXI is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 6, 2025	0.83

EPIN vs. FPXI - Sectors Allocation Comparison

Sectors	EPIN	FPXI
Technology	29.2%	31.4%
Industrials	21.3%	22.6%
Financial Services	19.4%	5.0%
Basic Materials	7.7%	14.8%
Consumer Cyclical	6.8%	7.2%
Healthcare	6.8%	11.9%
Energy	5.1%	2.3%
Consumer Defensive	2.6%	0.8%
Communication Services	1.2%	2.5%
Real Estate	-	0.6%
Utilities	-	0.9%

Return for Risk

EPIN vs. FPXI — Risk / Return Rank

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

FPXI

FPXI Risk / Return Rank: 63
FPXI Sharpe Ratio Rank: 63
FPXI Sortino Ratio Rank: 61
FPXI Omega Ratio Rank: 57
FPXI Calmar Ratio Rank: 70
FPXI Martin Ratio Rank: 66

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.

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.

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

Sharpe Ratios by Period

	EPIN	FPXI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.14	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.20	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.60	0.48	+2.12

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	—	-14.77%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.58%	—
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	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.76%	-20.26%	+18.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.27%	—

Volatility

Volatility by Period

	EPIN	FPXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	19.78%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.37%	23.46%	-6.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.37%	21.58%	-4.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.37%	21.18%	-3.81%

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 0.63%, more than FPXI's 0.59% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPIN Harbor International Equity ETF	0.63%	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	0.59%	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 ETF is better, EPIN or FPXI?

On fees, FPXI is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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?

EPIN has the higher dividend yield at 0.63%, compared with 0.59% for FPXI.

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.