XIDV vs. EPIN

Last updated Jul 17, 2026

XIDV (Franklin International Dividend Booster Index ETF) and EPIN (Harbor International Equity ETF) are both Foreign Large Cap Equities funds. XIDV is passively managed, while EPIN is actively managed. Over the past year, XIDV returned 30.00% vs 34.90% for EPIN. A 0.72 correlation means they provide meaningful diversification when combined. XIDV charges 0.19%/yr vs 0.80%/yr for EPIN.

Performance

XIDV vs. EPIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin International Dividend Booster Index ETF (XIDV) and Harbor International Equity ETF (EPIN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XIDV achieves a 14.75% return, which is significantly lower than EPIN's 21.71% return.

XIDV

• 1D: 0.01%
• 1M: 0.58%
• 6M: 13.02%
• YTD: 14.75%
• 1Y: 30.00%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPIN

• 1D: -1.31%
• 1M: -1.48%
• 6M: 14.51%
• YTD: 21.71%
• 1Y: 34.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XIDV vs. EPIN - Yearly Performance Comparison

	2026 (YTD)	2025
XIDV Franklin International Dividend Booster Index ETF	14.75%	15.81%
EPIN Harbor International Equity ETF	21.71%	14.36%

Correlation

The correlation between XIDV and EPIN is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	0.72

The correlation between XIDV and EPIN has been stable across timeframes, ranging from 0.71 to 0.72 - a consistent structural relationship.

XIDV vs. EPIN - Sectors Allocation Comparison

Sectors	XIDV	EPIN
Financial Services	33.5%	17.7%
Energy	11.1%	4.2%
Consumer Defensive	8.9%	2.5%
Industrials	8.7%	20.4%
Consumer Cyclical	8.5%	6.1%
Basic Materials	7.8%	7.3%
Utilities	7.6%	-
Healthcare	5.3%	6.6%
Communication Services	5.3%	1.2%
Real Estate	2.1%	-
Technology	0.9%	34.1%

Return for Risk

XIDV vs. EPIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XIDV

XIDV Risk / Return Rank: 87
XIDV Sharpe Ratio Rank: 90
XIDV Sortino Ratio Rank: 88
XIDV Omega Ratio Rank: 88
XIDV Calmar Ratio Rank: 84
XIDV Martin Ratio Rank: 83

EPIN

EPIN Risk / Return Rank: 72
EPIN Sharpe Ratio Rank: 72
EPIN Sortino Ratio Rank: 69
EPIN Omega Ratio Rank: 71
EPIN Calmar Ratio Rank: 74
EPIN Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XIDV vs. EPIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin International Dividend Booster Index ETF (XIDV) and Harbor International Equity ETF (EPIN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	XIDV	EPIN	Difference
Sharpe ratio: Return per unit of total volatility	2.39	1.84	+0.55
Sortino ratio: Return per unit of downside risk	3.28	2.53	+0.76
Omega ratio: Gain probability vs. loss probability	1.44	1.33	+0.10
Calmar ratio: Return relative to maximum drawdown	3.65	3.01	+0.64
Martin ratio: Return relative to average drawdown	12.84	11.10	+1.74

XIDV vs. EPIN - Sharpe Ratio Comparison

The current XIDV Sharpe Ratio is 2.39, which is comparable to the EPIN Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of XIDV and EPIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XIDV vs. EPIN - Drawdown Comparison

The maximum XIDV drawdown since its inception was -12.15%, roughly equal to the maximum EPIN drawdown of -11.64%. Use the drawdown chart below to compare losses from any high point for XIDV and EPIN.

Drawdown Indicators

	XIDV	EPIN	Difference
Max Drawdown Largest peak-to-trough decline	-12.15%	-11.64%	-0.51%
Max Drawdown (1Y) Largest decline over 1 year	-8.25%	-11.64%	+3.39%
Current Drawdown Current decline from peak	0.00%	-3.78%	+3.78%
Average Drawdown Average peak-to-trough decline	-1.42%	-1.84%	+0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.34%	3.15%	-0.81%

Volatility

XIDV vs. EPIN - Volatility Comparison

The current volatility for Franklin International Dividend Booster Index ETF (XIDV) is 3.06%, while Harbor International Equity ETF (EPIN) has a volatility of 5.63%. This indicates that XIDV experiences smaller price fluctuations and is considered to be less risky than EPIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XIDV	EPIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.06%	5.63%	-2.57%
Volatility (6M) Calculated over the trailing 6-month period	10.50%	16.97%	-6.47%
Volatility (1Y) Calculated over the trailing 1-year period	12.61%	19.04%	-6.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.60%	18.47%	-3.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.60%	18.47%	-3.87%

XIDV vs. EPIN - Expense Ratio Comparison

XIDV has a 0.19% expense ratio, which is lower than EPIN's 0.80% expense ratio.

Dividends

XIDV vs. EPIN - Dividend Comparison

XIDV's dividend yield for the trailing twelve months is around 5.95%, more than EPIN's 0.65% yield.

Position	TTM	2025
EPIN Harbor International Equity ETF	0.65%	0.79%
XIDV Franklin International Dividend Booster Index ETF	5.95%	4.63%

Frequently Asked Questions

Can I hold both XIDV and EPIN in my portfolio?

XIDV and EPIN have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XIDV or EPIN?

EPIN has higher volatility (5.63%) compared to XIDV (3.06%). In terms of maximum drawdown, XIDV dropped -12.15% vs EPIN's -11.64%.

Which ETF is better, XIDV or EPIN?

On 1-year performance, EPIN leads with 34.90% vs 30.00% for XIDV. On fees, XIDV is cheaper at 0.19% per year. On volatility, XIDV has been the lower-risk option at 3.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XIDV or EPIN?

Over the 1-year period, EPIN has performed better with a 34.90% return vs 30.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XIDV or EPIN?

XIDV is cheaper with a 0.19% expense ratio, compared with 0.80% for EPIN.

Which ETF pays a higher dividend yield, XIDV or EPIN?

XIDV has the higher dividend yield at 5.95%, compared with 0.65% for EPIN.

What is the main difference between XIDV and EPIN?

They also come from different issuers: Franklin Templeton and Harbor. Their fees differ too: 0.19% for XIDV and 0.80% for EPIN.

Which has better risk-adjusted returns?

XIDV currently has the higher Sharpe Ratio (2.39 vs 1.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.