EFFE vs PHEQ
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF).
EFFE vs PHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFE
$140M
PHEQ
$140M
Expense Ratio
EFFE
0.69%
Winner
PHEQ
0.29%
Max Drawdown
EFFE
33.56%
Winner
PHEQ
12.74%
Sharpe Ratio
EFFE
0.73
Winner
PHEQ
1.38
5Y Beta
EFFE
0.81
Winner
PHEQ
0.53
P/E Ratio
EFFE
N/A
PHEQ
30.93
Forward P/E
EFFE
N/A
PHEQ
21.51
5Y EPS CAGR
EFFE
N/A
PHEQ
25.91%
Debt to Equity
EFFE
N/A
PHEQ
39.86%
P/S Ratio
EFFE
N/A
PHEQ
3.74
P/B Ratio
EFFE
N/A
PHEQ
5.76
EFFE vs PHEQ - Holdings Comparison
EFFE and PHEQ have 1 common holdings. Overlap is -2.16%
EFFE's top 25 holdings weight is 67.80%. PHEQ's top 25 holdings weight is 58.32%.
| Rank | EFFE | PHEQ |
|---|---|---|
| #1 | KIA CORP (n/a) - 3.86% | NVIDIA CORP (NVDA) - 8.04% |
| #2 | QUANTA COMPUTER INC (n/a) - 3.64% | APPLE INC (AAPL) - 7.57% |
| #3 | n/a (n/a) - 3.60% | MICROSOFT CORP (MSFT) - 4.57% |
| #4 | LENOVO GROUP LTD (n/a) - 3.55% | AMAZON.COM INC (AMZN) - 3.98% |
| #5 | WIWYNN CORP ORDINARY SHARES (n/a) - 3.52% | ALPHABET INC CLASS A (GOOGL) - 3.44% |
| #6 | ACCTON TECHNOLOGY CORP (n/a) - 3.40% | BROADCOM INC (AVGO) - 3.02% |
| #7 | WISTRON CORP (n/a) - 3.29% | ALPHABET INC CLASS C (GOOG) - 2.99% |
| #8 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.26% | META PLATFORMS INC CLASS A (META) - 2.31% |
| #9 | n/a (n/a) - 3.17% | TESLA INC (TSLA) - 2.03% |
| #10 | LG ELECTRONICS INC (n/a) - 3.02% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #11 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.91% | JPMORGAN CHASE & CO (JPM) - 1.78% |
| #12 | SK HYNIX INC (n/a) - 2.80% | ELI LILLY AND CO (LLY) - 1.78% |
| #13 | KING SLIDE WORKS CO LTD (n/a) - 2.74% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #14 | BHARTI AIRTEL LTD (n/a) - 2.71% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.38% |
| #15 | CMOC GROUP LTD CLASS A (n/a) - 2.70% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.34% |
| #16 | SAMSUNG C&T CORP (n/a) - 2.67% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #17 | BB SEGURIDADE PARTICIPACOES SA (n/a) - 2.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #18 | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.36% | VISA INC CLASS A (V) - 1.22% |
| #19 | PICC HOLDING CO A COMMON STOCK CNY1.0 (n/a) - 2.31% | KLA CORP (KLAC) - 1.05% |
| #20 | MIRAE ASSET SECURITIES CO LTD (n/a) - 2.03% | ADVANCED MICRO DEVICES INC (AMD) - 1.03% |
| #21 | n/a (n/a) - 1.96% | CATERPILLAR INC (CAT) - 1.03% |
| #22 | OIL & NATURAL GAS CORP LTD (n/a) - 1.60% | WALMART INC (WMT) - 1.02% |
| #23 | SAUDI ARABIAN OIL CO (n/a) - 1.48% | ABBVIE INC (ABBV) - 0.99% |
| #24 | GOLD FIELDS LTD (n/a) - 1.47% | MASTERCARD INC CLASS A (MA) - 0.94% |
| #25 | MARICO LTD (n/a) - 1.37% | BANK OF AMERICA CORP (BAC) - 0.92% |
| Total Holdings | 110 | 183 |
EFFE vs PHEQ - Historical Returns
Returns include dividend reinvestment.
1M
EFFE
-8.15%
Winner
PHEQ
+0.65%
3M
Winner
EFFE
+4.48%
PHEQ
+3.66%
6M
Winner
EFFE
+9.87%
PHEQ
+6.35%
1Y
Winner
EFFE
+19.29%
PHEQ
+12.56%
5Y(CAGR)
EFFE
+1.02%
PHEQ
N/A
10Y(CAGR)
EFFE
+1.89%
PHEQ
N/A
Max(CAGR)
EFFE
+1.95%
Winner
PHEQ
+14.86%
EFFE vs PHEQ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | PHEQ |
|---|---|---|
| 2026 | +12.40% | +5.99% |
| 2025 | +22.70% | +11.81% |
| 2024 | -0.84% | +15.16% |
| 2023 | N/A | +7.19% |
| 2019 | +5.04% | N/A |
| 2018 | -4.76% | N/A |
| 2017 | +14.12% | N/A |
| 2016 | +11.36% | N/A |
| 2015 | -9.58% | N/A |
| 2014 | +4.43% | N/A |
EFFE vs PHEQ Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current EFFE drawdown is -11.53%. The current PHEQ drawdown is -0.26%.
| Rank | EFFE | PHEQ |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -12.55% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -4.26% Jan 12, 2026 - Apr 13, 2026 |
| #3 | -14.86% Jun 2, 2026 - Jul 20, 2026 | -4.11% Jul 10, 2024 - Aug 19, 2024 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -2.60% Oct 19, 2023 - Nov 2, 2023 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -2.14% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -1.74% Mar 28, 2024 - May 6, 2024 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -1.70% Aug 29, 2024 - Sep 12, 2024 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -1.70% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -1.41% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -1.37% Dec 6, 2024 - Dec 24, 2024 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -1.30% Jul 28, 2025 - Aug 12, 2025 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -1.25% Jun 4, 2026 - Jun 29, 2026 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -1.02% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -0.95% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -0.92% Dec 28, 2023 - Jan 9, 2024 |
Correlation
Correlation between EFFE and PHEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
EFFE vs PHEQ dividend yield comparison.
| Year | EFFE | PHEQ |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 4.69% | 1.19% |
| 2024 | 0.00% | 1.39% |
| 2023 | 0.00% | 1.73% |
| 2018 | 1.82% | 0.00% |
| 2017 | 3.90% | 0.00% |
| 2016 | 1.76% | 0.00% |
| 2015 | 4.68% | 0.00% |
| 2014 | 0.61% | 0.00% |
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