EPIN vs OSEA
Harbor International Equity ETF vs Harbor International Compounders ETF
Which is better, EPIN or OSEA?
EPIN has been ahead.
OSEA has a lower expense ratio. EPIN led over 1Y and the full window. EPIN is less concentrated, with 30.8% of the fund in its ten largest positions against 46.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EPIN | OSEA |
|---|---|---|
| Expense Ratio | 0.80% | 0.55%Best |
| AUM | $8M | $389M |
| Dividend Yield | 0.64% | 1.28% |
| Holdings | 137 | 38 |
| YTD Return | +19.43%Best | -2.90% |
| 1Y Return | +28.25%Best | -0.70% |
| 3Y Return (annualized) | - | +9.04% |
| Volatility (annualized) | 15.2% | 10.5%Best |
| Max Drawdown | -11.6% | -11.1%Best |
| $10,000 over 1.4 years | $14,135Best | $10,274 |
| Top 10 Weight | 30.8%Best | 46.0% |
| Fund Family | Harbor Funds | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 4, 2025 | Sep 6, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Jun 5, 2025 to Oct 14, 2026 (1.4 years).
EPIN vs OSEA growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
EPIN vs OSEA Performance
Harbor International Equity ETF (EPIN) is an ETF from Harbor Funds and Harbor International Compounders ETF (OSEA) is an ETF from Harbor Funds. Over the past year EPIN returned +28.25% while OSEA returned -0.70%. Year to date, EPIN is up 19.43% versus a loss of 2.90% for OSEA.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPIN has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 10.5% for OSEA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -11.6% for EPIN and -11.1% for OSEA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPIN charges 0.80% per year while OSEA charges 0.55%. On a $10,000 position that is $80 vs $55 annually, a gap of $25 per year that compounds over a long holding period. On income, EPIN currently yields 0.64% against 1.28% for OSEA.
Holdings Overlap
7.7% of EPIN's money is in holdings OSEA also owns. 13.9% of OSEA's money is in holdings EPIN also owns.
OSEA and EPIN share little of their money.
3 positions in common, counted across the 62 positions we hold weights for in EPIN and 30 in OSEA, against full books of 137 and 38.
What only one of them owns
Our book lists 2 positions for OSEA that do not appear in our book for EPIN (4.8% of the fund), and 5 for EPIN that do not appear in OSEA (7.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EPIN and OSEA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPIN or OSEA?
EPIN has an expense ratio of 0.80% while OSEA charges 0.55%. OSEA is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, EPIN or OSEA?
Over the past year EPIN returned +28.25% vs -0.70% for OSEA, so EPIN leads on 1-year performance. Over the longest common window we track (1 years), EPIN annualized +28.04% vs +1.95% for OSEA. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPIN or OSEA?
EPIN has been the more volatile fund at 15.2% annualized versus 10.5% for OSEA. Worst drawdown: EPIN -11.6% vs OSEA -11.1%.
Should I hold both EPIN and OSEA?
EPIN and OSEA have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EPIN and OSEA?
13.9% of OSEA's money is in holdings EPIN also owns. 13.9% of OSEA's is in holdings EPIN also owns. They hold 3 positions in common, counted across the 62 positions we hold weights for in EPIN and 30 in OSEA.
Which pays a higher dividend, EPIN or OSEA?
EPIN yields 0.64% while OSEA yields 1.28%, so OSEA currently pays the higher dividend yield.
Is OSEA better than EPIN?
OSEA has a lower expense ratio. EPIN led over 1Y and the full window. EPIN is less concentrated, with 30.8% of the fund in its ten largest positions against 46.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.