OSEA vs. VWIGX
Compare and contrast key facts about Harbor International Compounders ETF (OSEA) and Vanguard International Growth Fund Investor Shares (VWIGX).
OSEA is an actively managed fund by Harbor. It was launched on Sep 6, 2022. VWIGX is managed by Vanguard. It was launched on Sep 30, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSEA or VWIGX.
Correlation
The correlation between OSEA and VWIGX is 0.85, 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. VWIGX - Performance Comparison
Key characteristics
OSEA:
0.18
VWIGX:
0.48
OSEA:
0.36
VWIGX:
0.71
OSEA:
1.04
VWIGX:
1.11
OSEA:
0.21
VWIGX:
0.22
OSEA:
0.48
VWIGX:
1.82
OSEA:
5.43%
VWIGX:
5.11%
OSEA:
14.28%
VWIGX:
19.26%
OSEA:
-14.52%
VWIGX:
-65.63%
OSEA:
-6.69%
VWIGX:
-35.64%
Returns By Period
In the year-to-date period, OSEA achieves a 5.30% return, which is significantly lower than VWIGX's 10.49% return.
OSEA
5.30%
0.70%
-4.54%
1.10%
N/A
N/A
VWIGX
10.49%
5.50%
-1.74%
6.59%
1.94%
5.52%
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OSEA vs. VWIGX - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is higher than VWIGX's 0.43% expense ratio.
Risk-Adjusted Performance
OSEA vs. VWIGX — Risk-Adjusted Performance Rank
OSEA
VWIGX
OSEA vs. VWIGX - Risk-Adjusted Performance Comparison
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.
Dividends
OSEA vs. VWIGX - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 0.49%, less than VWIGX's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSEA Harbor International Compounders ETF | 0.49% | 0.51% | 0.65% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWIGX Vanguard International Growth Fund Investor Shares | 0.75% | 0.83% | 1.01% | 1.37% | 0.93% | 0.21% | 1.20% | 1.62% | 0.84% | 1.26% | 1.39% | 2.29% |
Drawdowns
OSEA vs. VWIGX - Drawdown Comparison
The maximum OSEA drawdown since its inception was -14.52%, 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.
Volatility
OSEA vs. VWIGX - Volatility Comparison
The current volatility for Harbor International Compounders ETF (OSEA) is 3.49%, while Vanguard International Growth Fund Investor Shares (VWIGX) has a volatility of 4.93%. 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.