EFFI vs BWG

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

EFFI vs BWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

EFFI

$149M

BWG

$149M

Expense Ratio

EFFI

0.55%

BWG

N/A

Max Drawdown

Winner

EFFI

13.64%

BWG

67.84%

Sharpe Ratio

Winner

EFFI

0.95

BWG

0.62

5Y Beta

EFFI

0.72

Winner

BWG

0.34

5Y Dividends CAGR

EFFI

N/A

BWG

1.61%

EFFI vs BWG - Historical Returns

Returns include dividend reinvestment.

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

Winner

EFFI

+1.85%

BWG

+0.27%

Winner

EFFI

+6.70%

BWG

+4.15%

Winner

EFFI

+6.61%

BWG

+0.52%

Winner

EFFI

+17.59%

BWG

+9.58%

5Y(CAGR)

EFFI

N/A

BWG

+1.79%

10Y(CAGR)

EFFI

N/A

BWG

+4.94%

Max(CAGR)

Winner

EFFI

+22.60%

BWG

+3.17%

EFFI vs BWG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

EFFI vs BWG Drawdown Comparison

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

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

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

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

Correlation

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

0.90

-101

Dividend Comparison (2012 - 2026)

EFFI vs BWG dividend yield comparison.

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