EFFI vs DGRE
Comparison between HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).
EFFI vs DGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFI
$149M
DGRE
$149M
Expense Ratio
EFFI
0.55%
Winner
DGRE
0.32%
Max Drawdown
Winner
EFFI
13.64%
DGRE
40.04%
Sharpe Ratio
EFFI
0.95
Winner
DGRE
1.81
5Y Beta
Winner
EFFI
0.72
DGRE
0.82
5Y Dividends CAGR
EFFI
N/A
DGRE
-1.04%
EFFI vs DGRE - Holdings Comparison
EFFI and DGRE have 1 common holdings. Overlap is 0.00%
EFFI's top 25 holdings weight is 64.96%. DGRE's top 25 holdings weight is 51.02%.
| Rank | EFFI | DGRE |
|---|---|---|
| #1 | RECRUIT HOLDINGS CO LTD (n/a) - 4.39% | n/a (n/a) - 14.83% |
| #2 | SONOVA HOLDING AG (n/a) - 3.90% | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.01% |
| #3 | TOYOTA TSUSHO CORP (n/a) - 3.47% | SK HYNIX INC (n/a) - 2.25% |
| #4 | MERCEDES-BENZ GROUP AG (MBG:XETR) - 3.44% | MEDIATEK INC (n/a) - 2.08% |
| #5 | GLENCORE PLC (n/a) - 3.33% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.57% |
| #6 | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 3.33% | ACCTON TECHNOLOGY CORP (n/a) - 1.47% |
| #7 | L'OREAL SA (n/a) - 3.26% | KGHM POLSKA MIEDZ SA (n/a) - 1.44% |
| #8 | KEYENCE CORP (n/a) - 2.93% | n/a (n/a) - 1.29% |
| #9 | MEDIBANK PVT LTD (n/a) - 2.60% | WIWYNN CORP ORDINARY SHARES (n/a) - 1.26% |
| #10 | LUNDIN GOLD INC (LUGDF) - 2.57% | YAGEO CORP (n/a) - 1.24% |
| #11 | ROYAL BANK OF CANADA (RY) - 2.52% | n/a (n/a) - 1.20% |
| #12 | VESTAS WIND SYSTEMS AS (n/a) - 2.50% | LS ELECTRIC CO LTD (n/a) - 1.05% |
| #13 | UNICREDIT SPA (n/a) - 2.49% | ORLEN SA (n/a) - 1.02% |
| #14 | ASTRAZENECA PLC (AZN) - 2.45% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.01% |
| #15 | ENBRIDGE INC (ENB) - 2.35% | n/a (n/a) - 0.99% |
| #16 | BANCO SANTANDER SA (n/a) - 2.34% | VIBRA ENERGIA SA (n/a) - 0.98% |
| #17 | SINGAPORE EXCHANGE LTD (n/a) - 2.15% | PKO BANK POLSKI SA (n/a) - 0.88% |
| #18 | AERCAP HOLDINGS NV (AER) - 2.14% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.81% |
| #19 | BARCLAYS PLC (n/a) - 1.96% | CELLTRION INC (n/a) - 0.80% |
| #20 | OBIC CO LTD (n/a) - 1.95% | RELIANCE INDUSTRIES LTD (n/a) - 0.72% |
| #21 | AKZO NOBEL NV (n/a) - 1.92% | QUANTA COMPUTER INC (n/a) - 0.70% |
| #22 | MANULIFE FINANCIAL CORP (MFC) - 1.80% | SAMSUNG LIFE INSURANCE CO LTD (n/a) - 0.65% |
| #23 | THE TORONTO-DOMINION BANK (TD) - 1.79% | SAMVARDHANA MOTHERSON INTERNATIONAL LTD (n/a) - 0.60% |
| #24 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 1.71% | DELTA ELECTRONICS INC (n/a) - 0.59% |
| #25 | SMITHS GROUP PLC (n/a) - 1.67% | BANK POLSKA KASA OPIEKI SA (n/a) - 0.58% |
| Total Holdings | 84 | 280 |
EFFI vs DGRE - Historical Returns
Returns include dividend reinvestment.
1M
EFFI
+1.85%
Winner
DGRE
+3.84%
3M
EFFI
+6.70%
Winner
DGRE
+21.62%
6M
EFFI
+6.61%
Winner
DGRE
+33.01%
1Y
EFFI
+17.59%
Winner
DGRE
+49.68%
5Y(CAGR)
EFFI
N/A
DGRE
+8.28%
10Y(CAGR)
EFFI
N/A
DGRE
+9.73%
Max(CAGR)
Winner
EFFI
+22.60%
DGRE
+6.18%
EFFI vs DGRE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | EFFI | DGRE |
|---|---|---|
| 2026 | +4.55% | +25.97% |
| 2025 | +33.64% | +26.37% |
| 2024 | -3.24% | +4.87% |
| 2023 | N/A | +17.95% |
| 2022 | N/A | -22.02% |
| 2021 | N/A | +2.08% |
| 2020 | N/A | +9.38% |
| 2019 | N/A | +20.74% |
| 2018 | N/A | -17.60% |
| 2017 | N/A | +32.71% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -16.52% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | -2.41% |
EFFI vs DGRE Drawdown Comparison
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current EFFI drawdown is -1.05%. The current DGRE drawdown is -3.05%.
| Rank | EFFI | DGRE |
|---|---|---|
| #1 | -13.64% Mar 5, 2025 - Apr 25, 2025 | -36.95% Jan 26, 2018 - Nov 24, 2020 |
| #2 | -10.55% Feb 25, 2026 - May 27, 2026 | -36.53% Sep 5, 2014 - Aug 24, 2017 |
| #3 | -5.66% Nov 12, 2025 - Dec 11, 2025 | -35.40% Feb 12, 2021 - Sep 24, 2024 |
| #4 | -4.40% Jul 23, 2025 - Aug 13, 2025 | -20.65% Sep 26, 2024 - Jul 3, 2025 |
| #5 | -3.96% Dec 12, 2024 - Jan 21, 2025 | -17.52% Oct 22, 2013 - Jun 9, 2014 |
| #6 | -3.91% Oct 6, 2025 - Oct 28, 2025 | -13.67% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -3.84% Jan 27, 2026 - Feb 25, 2026 | -10.78% Aug 14, 2013 - Sep 18, 2013 |
| #8 | -3.25% May 29, 2026 - Jun 10, 2026 | -7.82% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -2.66% Sep 8, 2025 - Oct 3, 2025 | -7.13% Sep 18, 2013 - Oct 22, 2013 |
| #10 | -2.66% Jan 30, 2025 - Feb 11, 2025 | -6.19% May 8, 2026 - May 26, 2026 |
| #11 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -5.64% Jan 21, 2021 - Feb 9, 2021 |
| #12 | -2.18% Jul 10, 2025 - Jul 23, 2025 | -4.96% Jul 24, 2014 - Aug 26, 2014 |
| #13 | -1.78% Aug 22, 2025 - Sep 8, 2025 | -3.87% Oct 13, 2017 - Dec 20, 2017 |
| #14 | -1.72% Jan 15, 2026 - Jan 22, 2026 | -3.86% Nov 3, 2025 - Dec 10, 2025 |
| #15 | -1.30% Oct 29, 2025 - Nov 7, 2025 | -3.49% Aug 2, 2013 - Aug 14, 2013 |
Correlation
Correlation between EFFI and DGRE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
EFFI vs DGRE dividend yield comparison.
| Year | EFFI | DGRE |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 4.33% | 1.65% |
| 2024 | 0.00% | 1.90% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 4.38% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.71% |
| 2017 | 0.00% | 3.12% |
| 2016 | 0.00% | 3.18% |
| 2015 | 0.00% | 3.01% |
| 2014 | 0.00% | 2.45% |
| 2013 | 0.00% | 0.57% |
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