OSEA vs. VWIGX

In the year-to-date period, OSEA achieves a 8.94% return, which is significantly lower than VWIGX's 10.92% return.

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OSEA has a 0.55% expense ratio, which is higher than VWIGX's 0.43% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and Vanguard International Growth Fund Investor Shares (VWIGX). 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.

The current OSEA Sharpe Ratio is 0.15, which is comparable to the VWIGX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of OSEA and VWIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OSEA's dividend yield for the trailing twelve months is around 0.47%, less than VWIGX's 0.74% yield.

The maximum OSEA drawdown since its inception was -18.14%, smaller than the maximum VWIGX drawdown of -65.63%. Use the drawdown chart below to compare losses from any high point for OSEA and VWIGX. For additional features, visit the drawdowns tool.

The current volatility for Harbor International Compounders ETF (OSEA) is 3.90%, while Vanguard International Growth Fund Investor Shares (VWIGX) has a volatility of 5.07%. This indicates that OSEA experiences smaller price fluctuations and is considered to be less risky than VWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.