OSEA vs. SDY
Compare and contrast key facts about Harbor International Compounders ETF (OSEA) and SPDR S&P Dividend ETF (SDY).
OSEA and SDY 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. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSEA or SDY.
Correlation
The correlation between OSEA and SDY is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OSEA vs. SDY - Performance Comparison
Loading data...
Key characteristics
OSEA:
0.08
SDY:
0.31
OSEA:
0.29
SDY:
0.62
OSEA:
1.04
SDY:
1.08
OSEA:
0.11
SDY:
0.37
OSEA:
0.31
SDY:
1.14
OSEA:
6.58%
SDY:
4.65%
OSEA:
17.83%
SDY:
14.19%
OSEA:
-18.14%
SDY:
-54.75%
OSEA:
-4.77%
SDY:
-6.72%
Returns By Period
In the year-to-date period, OSEA achieves a 7.47% return, which is significantly higher than SDY's 0.90% return.
OSEA
7.47%
10.19%
2.01%
0.69%
N/A
N/A
SDY
0.90%
4.94%
-5.10%
4.08%
12.08%
9.07%
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. SDY - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is higher than SDY's 0.35% expense ratio.
Risk-Adjusted Performance
OSEA vs. SDY — Risk-Adjusted Performance Rank
OSEA
SDY
OSEA vs. SDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and SPDR S&P Dividend ETF (SDY). 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. SDY - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 0.48%, less than SDY's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSEA Harbor International Compounders ETF | 0.48% | 0.51% | 0.65% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SDY SPDR S&P Dividend ETF | 2.64% | 2.56% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% | 4.74% |
Drawdowns
OSEA vs. SDY - Drawdown Comparison
The maximum OSEA drawdown since its inception was -18.14%, smaller than the maximum SDY drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for OSEA and SDY. For additional features, visit the drawdowns tool.
Loading data...
Volatility
OSEA vs. SDY - Volatility Comparison
Harbor International Compounders ETF (OSEA) has a higher volatility of 4.75% compared to SPDR S&P Dividend ETF (SDY) at 4.44%. This indicates that OSEA's price experiences larger fluctuations and is considered to be riskier than SDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...