EFFI vs IBIE
Comparison between HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF) and ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF).
EFFI vs IBIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFFI
$147M
IBIE
$146M
Expense Ratio
EFFI
0.55%
Winner
IBIE
0.10%
Max Drawdown
EFFI
13.64%
Winner
IBIE
3.25%
Sharpe Ratio
Winner
EFFI
0.89
IBIE
0.48
5Y Beta
EFFI
0.72
Winner
IBIE
0.00
EFFI vs IBIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFFI
+1.68%
IBIE
+0.09%
3M
Winner
EFFI
+4.08%
IBIE
+1.14%
6M
Winner
EFFI
+5.71%
IBIE
+1.89%
1Y
Winner
EFFI
+17.32%
IBIE
+4.60%
Max(CAGR)
Winner
EFFI
+21.81%
IBIE
+5.62%
EFFI vs IBIE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EFFI | IBIE |
|---|---|---|
| 2026 | +3.15% | +1.82% |
| 2025 | +33.64% | +6.54% |
| 2024 | -3.24% | +4.14% |
| 2023 | N/A | +2.93% |
EFFI vs IBIE Drawdown Comparison
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The current EFFI drawdown is -2.37%. The current IBIE drawdown is -0.23%.
| Rank | EFFI | IBIE |
|---|---|---|
| #1 | -13.64% Mar 5, 2025 - Apr 25, 2025 | -1.70% Sep 24, 2024 - Feb 4, 2025 |
| #2 | -10.55% Feb 25, 2026 - May 27, 2026 | -1.63% Sep 18, 2023 - Nov 3, 2023 |
| #3 | -5.66% Nov 12, 2025 - Dec 11, 2025 | -1.48% Jan 12, 2024 - May 15, 2024 |
| #4 | -4.40% Jul 23, 2025 - Aug 13, 2025 | -1.24% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -3.96% Dec 12, 2024 - Jan 21, 2025 | -1.14% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -3.91% Oct 6, 2025 - Oct 28, 2025 | -0.78% Nov 3, 2023 - Nov 14, 2023 |
| #7 | -3.84% Jan 27, 2026 - Feb 25, 2026 | -0.65% Dec 27, 2023 - Jan 12, 2024 |
| #8 | -2.66% Sep 8, 2025 - Oct 3, 2025 | -0.59% Jun 5, 2024 - Jun 18, 2024 |
| #9 | -2.66% Jan 30, 2025 - Feb 11, 2025 | -0.55% Mar 17, 2026 - Apr 6, 2026 |
| #10 | -2.37% May 29, 2026 - Jun 5, 2026 | -0.51% Oct 22, 2025 - Jan 9, 2026 |
| #11 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -0.51% Dec 1, 2023 - Dec 13, 2023 |
| #12 | -2.18% Jul 10, 2025 - Jul 23, 2025 | -0.49% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -1.78% Aug 22, 2025 - Sep 8, 2025 | -0.42% Mar 3, 2025 - Mar 20, 2025 |
| #14 | -1.72% Jan 15, 2026 - Jan 22, 2026 | -0.41% May 15, 2024 - May 31, 2024 |
| #15 | -1.30% Oct 29, 2025 - Nov 7, 2025 | -0.41% Jul 17, 2024 - Jul 31, 2024 |
Correlation
Correlation between EFFI and IBIE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
EFFI vs IBIE dividend yield comparison.
| Year | EFFI | IBIE |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 4.33% | 4.09% |
| 2024 | 0.00% | 4.23% |
| 2023 | 0.00% | 0.75% |
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