OSEA vs. VYMI
Compare and contrast key facts about Harbor International Compounders ETF (OSEA) and Vanguard International High Dividend Yield ETF (VYMI).
OSEA and VYMI 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. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSEA or VYMI.
Correlation
The correlation between OSEA and VYMI is 0.66, 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. VYMI - Performance Comparison
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Key characteristics
OSEA:
0.08
VYMI:
0.90
OSEA:
0.29
VYMI:
1.38
OSEA:
1.04
VYMI:
1.19
OSEA:
0.11
VYMI:
1.19
OSEA:
0.31
VYMI:
4.14
OSEA:
6.58%
VYMI:
3.69%
OSEA:
17.83%
VYMI:
16.25%
OSEA:
-18.14%
VYMI:
-40.00%
OSEA:
-4.77%
VYMI:
-0.09%
Returns By Period
In the year-to-date period, OSEA achieves a 7.47% return, which is significantly lower than VYMI's 13.93% return.
OSEA
7.47%
10.19%
2.01%
0.69%
N/A
N/A
VYMI
13.93%
11.09%
10.64%
13.98%
15.11%
N/A
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OSEA vs. VYMI - Expense Ratio Comparison
OSEA has a 0.55% expense ratio, which is higher than VYMI's 0.22% expense ratio.
Risk-Adjusted Performance
OSEA vs. VYMI — Risk-Adjusted Performance Rank
OSEA
VYMI
OSEA vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Compounders ETF (OSEA) and Vanguard International High Dividend Yield ETF (VYMI). 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. VYMI - Dividend Comparison
OSEA's dividend yield for the trailing twelve months is around 0.48%, less than VYMI's 4.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VYMI Vanguard International High Dividend Yield ETF | 4.26% | 4.84% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% |
Drawdowns
OSEA vs. VYMI - Drawdown Comparison
The maximum OSEA drawdown since its inception was -18.14%, smaller than the maximum VYMI drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for OSEA and VYMI. For additional features, visit the drawdowns tool.
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Volatility
OSEA vs. VYMI - Volatility Comparison
Harbor International Compounders ETF (OSEA) has a higher volatility of 4.75% compared to Vanguard International High Dividend Yield ETF (VYMI) at 4.41%. This indicates that OSEA's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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