EFFE vs DEW
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF).
5-Year PerformanceDEW has outperformed EFFE, delivering a return of +12.7% compared to +1.0%
EFFE vs DEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFFE
$140M
DEW
$140M
Expense Ratio
EFFE
0.69%
Winner
DEW
0.58%
Max Drawdown
Winner
EFFE
33.56%
DEW
69.18%
Sharpe Ratio
EFFE
0.73
Winner
DEW
2.16
5Y Beta
EFFE
0.81
Winner
DEW
0.48
P/E Ratio
EFFE
N/A
DEW
21.34
Forward P/E
EFFE
N/A
DEW
15.24
5Y Dividends CAGR
EFFE
N/A
DEW
11.62%
5Y EPS CAGR
EFFE
N/A
DEW
9.59%
Debt to Equity
EFFE
N/A
DEW
5.99%
P/S Ratio
EFFE
N/A
DEW
1.97
P/B Ratio
EFFE
N/A
DEW
2.37
EFFE vs DEW - Holdings Comparison
EFFE and DEW have 1 common holdings. Overlap is 0.00%
EFFE's top 25 holdings weight is 67.80%. DEW's top 25 holdings weight is 28.22%.
| Rank | EFFE | DEW |
|---|---|---|
| #1 | KIA CORP (n/a) - 3.86% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% |
| #2 | QUANTA COMPUTER INC (n/a) - 3.64% | JOHNSON & JOHNSON (JNJ) - 1.93% |
| #3 | n/a (n/a) - 3.60% | CHEVRON CORP (CVX) - 1.91% |
| #4 | LENOVO GROUP LTD (n/a) - 3.55% | HSBC HOLDINGS PLC (n/a) - 1.51% |
| #5 | WIWYNN CORP ORDINARY SHARES (n/a) - 3.52% | ABBVIE INC (ABBV) - 1.42% |
| #6 | ACCTON TECHNOLOGY CORP (n/a) - 3.40% | ALTRIA GROUP INC (MO) - 1.36% |
| #7 | WISTRON CORP (n/a) - 3.29% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28% |
| #8 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.26% | MERCK & CO INC (MRK) - 1.27% |
| #9 | n/a (n/a) - 3.17% | TEXAS INSTRUMENTS INC (TXN) - 1.15% |
| #10 | LG ELECTRONICS INC (n/a) - 3.02% | INTESA SANPAOLO (n/a) - 1.12% |
| #11 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.91% | NESTLE SA (n/a) - 1.09% |
| #12 | SK HYNIX INC (n/a) - 2.80% | THE TORONTO-DOMINION BANK (TD) - 1.04% |
| #13 | KING SLIDE WORKS CO LTD (n/a) - 2.74% | SHELL PLC (n/a) - 0.98% |
| #14 | BHARTI AIRTEL LTD (n/a) - 2.71% | PEPSICO INC (PEP) - 0.92% |
| #15 | CMOC GROUP LTD CLASS A (n/a) - 2.70% | GILEAD SCIENCES INC (GILD) - 0.87% |
| #16 | SAMSUNG C&T CORP (n/a) - 2.67% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85% |
| #17 | BB SEGURIDADE PARTICIPACOES SA (n/a) - 2.38% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% |
| #18 | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.36% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% |
| #19 | PICC HOLDING CO A COMMON STOCK CNY1.0 (n/a) - 2.31% | AXA SA (n/a) - 0.80% |
| #20 | MIRAE ASSET SECURITIES CO LTD (n/a) - 2.03% | BHP GROUP LTD (n/a) - 0.80% |
| #21 | n/a (n/a) - 1.96% | AMGEN INC (AMGN) - 0.80% |
| #22 | OIL & NATURAL GAS CORP LTD (n/a) - 1.60% | AT&T INC (T) - 0.80% |
| #23 | SAUDI ARABIAN OIL CO (n/a) - 1.48% | BNP PARIBAS ACT. CAT.A (n/a) - 0.76% |
| #24 | GOLD FIELDS LTD (n/a) - 1.47% | SIMON PROPERTY GROUP INC (SPG) - 0.73% |
| #25 | MARICO LTD (n/a) - 1.37% | CVS HEALTH CORP (CVS) - 0.70% |
| Total Holdings | 110 | 697 |
EFFE vs DEW - Historical Returns
Returns include dividend reinvestment.
1M
EFFE
-8.15%
Winner
DEW
+4.38%
3M
EFFE
+4.48%
Winner
DEW
+6.99%
6M
EFFE
+9.87%
Winner
DEW
+13.48%
1Y
EFFE
+19.29%
Winner
DEW
+27.03%
5Y(CAGR)
EFFE
+1.02%
Winner
DEW
+12.65%
10Y(CAGR)
EFFE
+1.89%
Winner
DEW
+9.47%
Max(CAGR)
EFFE
+1.95%
Winner
DEW
+6.06%
EFFE vs DEW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | DEW |
|---|---|---|
| 2026 | +12.40% | +16.64% |
| 2025 | +22.70% | +22.72% |
| 2024 | -0.84% | +11.03% |
| 2023 | N/A | +9.44% |
| 2022 | N/A | -2.88% |
| 2021 | N/A | +21.76% |
| 2020 | N/A | -8.08% |
| 2019 | +5.04% | +20.29% |
| 2018 | -4.76% | -10.86% |
| 2017 | +14.12% | +14.93% |
| 2016 | +11.36% | +16.26% |
| 2015 | -9.58% | -6.31% |
| 2014 | +4.43% | -1.31% |
| 2013 | N/A | +13.04% |
| 2012 | N/A | +12.42% |
| 2011 | N/A | -3.29% |
| 2010 | N/A | +4.00% |
| 2009 | N/A | +30.14% |
| 2008 | N/A | -43.28% |
| 2007 | N/A | +7.57% |
| 2006 | N/A | +23.20% |
EFFE vs DEW Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
The current EFFE drawdown is -11.53%. The current DEW drawdown is -0.01%.
| Rank | EFFE | DEW |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -65.49% Oct 31, 2007 - Jul 3, 2014 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -38.77% Jan 17, 2020 - Mar 12, 2021 |
| #3 | -14.86% Jun 2, 2026 - Jul 20, 2026 | -24.49% Jul 3, 2014 - Apr 25, 2017 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -18.86% Apr 20, 2022 - Dec 14, 2023 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -18.09% Jan 26, 2018 - Nov 4, 2019 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -12.86% Jul 13, 2007 - Oct 29, 2007 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -11.80% Apr 2, 2025 - May 15, 2025 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -8.18% Feb 26, 2007 - Apr 2, 2007 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -6.47% Nov 29, 2024 - Feb 13, 2025 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -6.34% Feb 27, 2026 - May 20, 2026 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -6.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -5.98% Jul 7, 2006 - Jul 27, 2006 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -5.61% Jun 4, 2021 - Dec 15, 2021 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -5.21% Mar 28, 2024 - May 9, 2024 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -4.19% Jul 30, 2024 - Aug 16, 2024 |
Correlation
Correlation between EFFE and DEW is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2006 - 2026)
EFFE vs DEW dividend yield comparison.
| Year | EFFE | DEW |
|---|---|---|
| 2026 | 0.00% | 1.64% |
| 2025 | 4.69% | 3.71% |
| 2024 | 0.00% | 4.02% |
| 2023 | 0.00% | 4.55% |
| 2022 | 0.00% | 3.82% |
| 2021 | 0.00% | 3.54% |
| 2020 | 0.00% | 4.10% |
| 2019 | 0.00% | 3.74% |
| 2018 | 1.82% | 4.17% |
| 2017 | 3.90% | 3.18% |
| 2016 | 1.76% | 3.42% |
| 2015 | 4.68% | 4.32% |
| 2014 | 0.61% | 5.00% |
| 2013 | 0.00% | 3.65% |
| 2012 | 0.00% | 3.82% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 3.45% |
| 2009 | 0.00% | 4.89% |
| 2008 | 0.00% | 7.97% |
| 2007 | 0.00% | 3.14% |
| 2006 | 0.00% | 0.52% |
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