OSEA vs. EFAV
OSEA (Harbor International Compounders ETF) and EFAV (iShares MSCI EAFE Min Vol Factor ETF) are both Foreign Large Cap Equities funds. OSEA is actively managed, while EFAV is passively managed. Over the past 3 years, OSEA returned 7.19%/yr vs 14.35%/yr for EFAV. Their 0.72 correlation means they have sometimes moved together and sometimes differently. OSEA charges 0.55%/yr vs 0.20%/yr for EFAV.
Performance
OSEA vs. EFAV - Performance Comparison
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Returns By Period
In the year-to-date period, OSEA achieves a 0.69% return, which is significantly lower than EFAV's 9.79% return.
OSEA
- 1D
- -0.44%
- 1M
- 0.49%
- 6M
- 0.27%
- YTD
- 0.69%
- 1Y
- 9.18%
- 3Y*
- 7.19%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.41%
EFAV
- 1D
- -1.09%
- 1M
- 4.40%
- 6M
- 6.21%
- YTD
- 9.79%
- 1Y
- 16.01%
- 3Y*
- 14.35%
- 5Y*
- 6.86%
- 10Y*
- 6.38%
- ALL TIME*
- 7.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $54.17M | $49.40M | $45.31M | |
| $1.60M | $1.39M | $1.57M |
OSEA vs. EFAV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OSEA Harbor International Compounders ETF | 0.69% | 18.49% | -0.73% | 20.88% | 10.14% |
EFAV iShares MSCI EAFE Min Vol Factor ETF | 9.79% | 26.00% | 5.30% | 12.52% | 4.97% |
Correlation
The correlation between OSEA and EFAV is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.72 |
The correlation between OSEA and EFAV shifts across timeframes, from 0.61 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
OSEA vs. EFAV - Sectors Allocation Comparison
Sectors
OSEA
EFAV
Technology
Industrials
Financial Services
Healthcare
Consumer Defensive
Consumer Cyclical
Basic Materials
Utilities
Communication Services
Energy
-
Real Estate
-
Technology
OSEA
EFAV
Industrials
OSEA
EFAV
Financial Services
OSEA
EFAV
Healthcare
OSEA
EFAV
Consumer Defensive
OSEA
EFAV
Consumer Cyclical
OSEA
EFAV
Basic Materials
OSEA
EFAV
Utilities
OSEA
EFAV
Communication Services
OSEA
EFAV
Energy
OSEA
-
EFAV
Real Estate
OSEA
-
EFAV
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Return for Risk
OSEA vs. EFAV — Risk / Return Rank
OSEA
EFAV
OSEA vs. EFAV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and iShares MSCI EAFE Min Vol Factor ETF (EFAV). 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.
| OSEA | EFAV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.30 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.62 | -1.87 |
| Martin ratioReturn relative to average drawdown | 2.45 | 6.10 | -3.65 |
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Drawdowns
OSEA vs. EFAV - Drawdown Comparison
The maximum OSEA drawdown since its inception was -18.14%, smaller than the maximum EFAV drawdown of -27.56%. Use the drawdown chart below to compare losses from any high point for OSEA and EFAV.
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Drawdown Indicators
| OSEA | EFAV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.14% | -27.56% | +9.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -6.66% | -4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -18.14% | -8.65% | -9.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.56% | — |
Current DrawdownCurrent decline from peak | -3.12% | -1.09% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -4.76% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.86% | +0.53% |
Volatility
OSEA vs. EFAV - Volatility Comparison
Harbor International Compounders ETF (OSEA) has a higher volatility of 4.22% compared to iShares MSCI EAFE Min Vol Factor ETF (EFAV) at 3.28%. This indicates that OSEA's price experiences larger fluctuations and is considered to be riskier than EFAV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSEA | EFAV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 3.28% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 8.85% | +4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 10.67% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.61% | 11.88% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 13.03% | +3.58% |
OSEA vs. EFAV - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is higher than EFAV's 0.20% expense ratio.
Dividends
OSEA vs. EFAV - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 1.23%, less than EFAV's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFAV iShares MSCI EAFE Min Vol Factor ETF | 3.07% | 3.20% | 3.24% | 3.08% | 2.53% | 2.47% | 1.33% | 4.19% | 3.34% | 2.45% | 3.94% | 2.49% |
OSEA Harbor International Compounders ETF | 1.23% | 1.24% | 0.51% | 0.65% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OSEA and EFAV have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSEA has higher volatility (4.22%) compared to EFAV (3.28%). In terms of maximum drawdown, OSEA dropped -18.14% vs EFAV's -27.56%.
On 3-year performance, EFAV leads with 14.35% vs 7.19% for OSEA. On fees, EFAV is cheaper at 0.20% per year. On volatility, EFAV has been the lower-risk option at 3.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, EFAV has performed better with a 14.35% return vs 7.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EFAV is cheaper with a 0.20% expense ratio, compared with 0.55% for OSEA.
EFAV has the higher dividend yield at 3.07%, compared with 1.23% for OSEA.
They also come from different issuers: Harbor and iShares. Their fees differ too: 0.55% for OSEA and 0.20% for EFAV.
EFAV currently has the higher Sharpe Ratio (1.64 vs 0.53), 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.
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