BWG vs EFFI

Comparison between BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).

BWG vs EFFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWG(ETF)	EFFI(ETF)
Net Assets	$149M	$149M
Expense Ratio	N/A	0.55%
Max Drawdown	67.84%	13.64%
Sharpe Ratio	0.62	0.95
5Y Beta	0.34	0.72
5Y Dividends CAGR	1.61%	N/A

Net Assets

BWG

$149M

EFFI

$149M

Expense Ratio

BWG

N/A

EFFI

0.55%

Max Drawdown

BWG

67.84%

Winner

EFFI

13.64%

Sharpe Ratio

BWG

0.62

Winner

EFFI

0.95

5Y Beta

Winner

BWG

0.34

EFFI

0.72

5Y Dividends CAGR

BWG

1.61%

EFFI

N/A

BWG vs EFFI - Historical Returns

Returns include dividend reinvestment.

Period	BWG	EFFI
1 month	+0.27%	+1.85%
3 months	+4.15%	+6.70%
6 months	+0.52%	+6.61%
1 year	+9.58%	+17.59%
5 years(CAGR)	+1.79%	N/A
10 years(CAGR)	+4.94%	N/A
Max(CAGR)	+3.17%	+22.60%

BWG

+0.27%

Winner

EFFI

+1.85%

BWG

+4.15%

Winner

EFFI

+6.70%

BWG

+0.52%

Winner

EFFI

+6.61%

BWG

+9.58%

Winner

EFFI

+17.59%

5Y(CAGR)

BWG

+1.79%

EFFI

N/A

10Y(CAGR)

BWG

+4.94%

EFFI

N/A

Max(CAGR)

BWG

+3.17%

Winner

EFFI

+22.60%

BWG vs EFFI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BWG	EFFI
2026	+0.05%	+4.55%
2025	+16.63%	+33.64%
2024	+8.11%	-3.24%
2023	+15.67%	N/A
2022	-21.86%	N/A
2021	+2.00%	N/A
2020	+4.50%	N/A
2019	+30.08%	N/A
2018	-12.62%	N/A
2017	+16.07%	N/A
2016	+12.89%	N/A
2015	-20.90%	N/A
2014	+7.60%	N/A
2013	-9.61%	N/A
2012	+6.06%	N/A

BWG vs EFFI Drawdown Comparison

The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.

The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.

The current BWG drawdown is -4.09%. The current EFFI drawdown is -1.05%.

Rank	BWG	EFFI
#1	-35.45% May 9, 2013 - Jan 18, 2018	-13.64% Mar 5, 2025 - Apr 25, 2025
#2	-34.27% Feb 20, 2020 - Jan 28, 2021	-10.55% Feb 25, 2026 - May 27, 2026
#3	-34.11% Sep 3, 2021 - Jun 30, 2025	-5.66% Nov 12, 2025 - Dec 11, 2025
#4	-18.97% Jan 25, 2018 - Aug 1, 2019	-4.40% Jul 23, 2025 - Aug 13, 2025
#5	-13.69% May 7, 2012 - Aug 6, 2012	-3.96% Dec 12, 2024 - Jan 21, 2025
#6	-12.02% Feb 11, 2026 - Mar 30, 2026	-3.91% Oct 6, 2025 - Oct 28, 2025
#7	-5.70% Sep 17, 2025 - Jan 28, 2026	-3.84% Jan 27, 2026 - Feb 25, 2026
#8	-4.94% Feb 17, 2021 - May 27, 2021	-3.25% May 29, 2026 - Jun 10, 2026
#9	-4.71% Feb 11, 2013 - Apr 9, 2013	-2.66% Sep 8, 2025 - Oct 3, 2025
#10	-4.44% Aug 7, 2012 - Sep 6, 2012	-2.66% Jan 30, 2025 - Feb 11, 2025
#11	-4.37% Nov 12, 2012 - Dec 11, 2012	-2.32% Jun 12, 2025 - Jun 26, 2025
#12	-3.10% Jun 9, 2021 - Aug 30, 2021	-2.18% Jul 10, 2025 - Jul 23, 2025
#13	-3.09% Oct 23, 2012 - Nov 9, 2012	-1.78% Aug 22, 2025 - Sep 8, 2025
#14	-2.00% Jul 9, 2025 - Aug 4, 2025	-1.72% Jan 15, 2026 - Jan 22, 2026
#15	-1.80% Aug 16, 2019 - Sep 24, 2019	-1.30% Oct 29, 2025 - Nov 7, 2025

Correlation

Correlation between BWG and EFFI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2012 - 2026)

BWG vs EFFI dividend yield comparison.

Year	BWG	EFFI
2026	5.02%	0.00%
2025	11.47%	4.33%
2024	12.00%	0.00%
2023	11.73%	0.00%
2022	13.25%	0.00%
2021	8.20%	0.00%
2020	6.81%	0.00%
2019	6.55%	0.00%
2018	8.70%	0.00%
2017	8.35%	0.00%
2016	10.31%	0.00%
2015	16.41%	0.00%
2014	8.95%	0.00%
2013	10.28%	0.00%
2012	4.64%	0.00%