PortfoliosLab logo
OSEA vs. CGXU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between OSEA and CGXU is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

OSEA vs. CGXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor International Compounders ETF (OSEA) and Capital Group International Focus Equity ETF (CGXU). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

OSEA:

8.17%

CGXU:

8.56%

Max Drawdown

OSEA:

-1.39%

CGXU:

-0.90%

Current Drawdown

OSEA:

-0.96%

CGXU:

0.00%

Returns By Period


OSEA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CGXU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


OSEA vs. CGXU - Expense Ratio Comparison

OSEA has a 0.55% expense ratio, which is higher than CGXU's 0.54% expense ratio.


Risk-Adjusted Performance

OSEA vs. CGXU — Risk-Adjusted Performance Rank

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

OSEA
The Risk-Adjusted Performance Rank of OSEA is 2525
Overall Rank
The Sharpe Ratio Rank of OSEA is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of OSEA is 2525
Sortino Ratio Rank
The Omega Ratio Rank of OSEA is 2424
Omega Ratio Rank
The Calmar Ratio Rank of OSEA is 2727
Calmar Ratio Rank
The Martin Ratio Rank of OSEA is 2525
Martin Ratio Rank

CGXU
The Risk-Adjusted Performance Rank of CGXU is 1616
Overall Rank
The Sharpe Ratio Rank of CGXU is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of CGXU is 1616
Sortino Ratio Rank
The Omega Ratio Rank of CGXU is 1616
Omega Ratio Rank
The Calmar Ratio Rank of CGXU is 1515
Calmar Ratio Rank
The Martin Ratio Rank of CGXU is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OSEA vs. CGXU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and Capital Group International Focus Equity ETF (CGXU). 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.



Loading data...

Dividends

OSEA vs. CGXU - Dividend Comparison

OSEA's dividend yield for the trailing twelve months is around 0.48%, less than CGXU's 0.98% yield.


TTM202420232022
OSEA
Harbor International Compounders ETF
0.48%0.00%0.00%0.00%
CGXU
Capital Group International Focus Equity ETF
0.98%0.00%0.00%0.00%

Drawdowns

OSEA vs. CGXU - Drawdown Comparison

The maximum OSEA drawdown since its inception was -1.39%, which is greater than CGXU's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for OSEA and CGXU. For additional features, visit the drawdowns tool.


Loading data...

Volatility

OSEA vs. CGXU - Volatility Comparison


Loading data...