OSEA vs. DFAX
Compare and contrast key facts about Harbor International Compounders ETF (OSEA) and Dimensional World ex US Core Equity 2 ETF (DFAX).
OSEA and DFAX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OSEA is an actively managed fund by Harbor. It was launched on Sep 6, 2022. DFAX is a passively managed fund by Dimensional Fund Advisors LP that tracks the performance of the MSCI All Country World ex USA Index. It was launched on Mar 6, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSEA or DFAX.
Key characteristics
| OSEA | DFAX | |
|---|---|---|
| YTD Return | 6.83% | 8.67% |
| 1Y Return | 19.77% | 15.53% |
| Sharpe Ratio | 1.34 | 1.21 |
| Daily Std Dev | 14.40% | 12.75% |
| Max Drawdown | -14.52% | -28.15% |
| Current Drawdown | -2.71% | -1.50% |
Correlation
The correlation between OSEA and DFAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OSEA vs. DFAX - Performance Comparison
In the year-to-date period, OSEA achieves a 6.83% return, which is significantly lower than DFAX's 8.67% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OSEA vs. DFAX - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is higher than DFAX's 0.30% expense ratio.
Risk-Adjusted Performance
OSEA vs. DFAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and Dimensional World ex US Core Equity 2 ETF (DFAX). 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.
Dividends
OSEA vs. DFAX - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 0.61%, less than DFAX's 2.62% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
OSEA Harbor International Compounders ETF | 0.61% | 0.65% | 0.11% | 0.00% |
DFAX Dimensional World ex US Core Equity 2 ETF | 2.62% | 3.01% | 3.30% | 1.40% |
Drawdowns
OSEA vs. DFAX - Drawdown Comparison
The maximum OSEA drawdown since its inception was -14.52%, smaller than the maximum DFAX drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for OSEA and DFAX. For additional features, visit the drawdowns tool.
Volatility
OSEA vs. DFAX - Volatility Comparison
Harbor International Compounders ETF (OSEA) and Dimensional World ex US Core Equity 2 ETF (DFAX) have volatilities of 3.92% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.