OSEA vs. HAINX
Compare and contrast key facts about Harbor International Compounders ETF (OSEA) and Harbor International Fund (HAINX).
OSEA is an actively managed fund by Harbor. It was launched on Sep 6, 2022. HAINX is managed by Harbor. It was launched on Dec 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSEA or HAINX.
Correlation
The correlation between OSEA and HAINX is 0.72, 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. HAINX - Performance Comparison
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Key characteristics
OSEA:
0.10
HAINX:
0.62
OSEA:
0.38
HAINX:
1.04
OSEA:
1.05
HAINX:
1.14
OSEA:
0.17
HAINX:
0.38
OSEA:
0.47
HAINX:
2.40
OSEA:
6.59%
HAINX:
4.85%
OSEA:
17.87%
HAINX:
17.04%
OSEA:
-18.14%
HAINX:
-62.61%
OSEA:
-3.81%
HAINX:
-17.49%
Returns By Period
In the year-to-date period, OSEA achieves a 8.55% return, which is significantly lower than HAINX's 13.58% return.
OSEA
8.55%
8.84%
3.43%
1.70%
N/A
N/A
HAINX
13.58%
9.59%
9.53%
10.43%
12.98%
-1.43%
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OSEA vs. HAINX - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is lower than HAINX's 0.77% expense ratio.
Risk-Adjusted Performance
OSEA vs. HAINX — Risk-Adjusted Performance Rank
OSEA
HAINX
OSEA vs. HAINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and Harbor International Fund (HAINX). 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.
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Dividends
OSEA vs. HAINX - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 0.47%, less than HAINX's 3.40% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
OSEA Harbor International Compounders ETF | 0.47% | 0.51% | 0.65% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HAINX Harbor International Fund | 3.40% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 2.46% | 1.84% | 1.99% | 1.82% | 2.19% |
Drawdowns
OSEA vs. HAINX - Drawdown Comparison
The maximum OSEA drawdown since its inception was -18.14%, smaller than the maximum HAINX drawdown of -62.61%. Use the drawdown chart below to compare losses from any high point for OSEA and HAINX. For additional features, visit the drawdowns tool.
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Volatility
OSEA vs. HAINX - Volatility Comparison
Harbor International Compounders ETF (OSEA) has a higher volatility of 4.30% compared to Harbor International Fund (HAINX) at 3.53%. This indicates that OSEA's price experiences larger fluctuations and is considered to be riskier than HAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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