EFFI vs MFEM
Comparison between HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF (MFEM, ETF).
EFFI vs MFEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFFI
$147M
Winner
MFEM
$147M
Expense Ratio
EFFI
0.55%
Winner
MFEM
0.49%
Max Drawdown
Winner
EFFI
13.64%
MFEM
48.84%
Sharpe Ratio
EFFI
0.89
Winner
MFEM
1.67
5Y Beta
EFFI
0.72
Winner
MFEM
0.70
5Y Dividends CAGR
EFFI
N/A
MFEM
10.02%
EFFI vs MFEM - Holdings Comparison
EFFI and MFEM have 1 common holdings. Overlap is 0.00%
EFFI's top 25 holdings weight is 64.96%. MFEM's top 25 holdings weight is 30.42%.
| Rank | EFFI | MFEM |
|---|---|---|
| #1 | RECRUIT HOLDINGS CO LTD (n/a) - 4.39% | DELTA ELECTRONICS INC (n/a) - 2.88% |
| #2 | SONOVA HOLDING AG (n/a) - 3.90% | HYUNDAI MOTOR CO (n/a) - 2.74% |
| #3 | TOYOTA TSUSHO CORP (n/a) - 3.47% | SK HYNIX INC (n/a) - 1.82% |
| #4 | MERCEDES-BENZ GROUP AG (MBG:XETR) - 3.44% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.50% |
| #5 | GLENCORE PLC (n/a) - 3.33% | POSCO HOLDINGS INC (n/a) - 1.45% |
| #6 | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 3.33% | n/a (n/a) - 1.44% |
| #7 | L'OREAL SA (n/a) - 3.26% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.42% |
| #8 | KEYENCE CORP (n/a) - 2.93% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.40% |
| #9 | MEDIBANK PVT LTD (n/a) - 2.60% | DOOSAN CORP ORDINARY SHARES (n/a) - 1.37% |
| #10 | LUNDIN GOLD INC (LUGDF) - 2.57% | n/a (n/a) - 1.26% |
| #11 | ROYAL BANK OF CANADA (RY) - 2.52% | n/a (n/a) - 1.21% |
| #12 | VESTAS WIND SYSTEMS AS (n/a) - 2.50% | MEDIATEK INC (n/a) - 1.16% |
| #13 | UNICREDIT SPA (n/a) - 2.49% | HYUNDAI MOBIS CO LTD (n/a) - 1.12% |
| #14 | ASTRAZENECA PLC (AZN) - 2.45% | PETROCHINA CO LTD CLASS H (n/a) - 0.99% |
| #15 | ENBRIDGE INC (ENB) - 2.35% | CHINA HONGQIAO GROUP LTD (n/a) - 0.91% |
| #16 | BANCO SANTANDER SA (n/a) - 2.34% | n/a (n/a) - 0.91% |
| #17 | SINGAPORE EXCHANGE LTD (n/a) - 2.15% | NETEASE INC ORDINARY SHARES (n/a) - 0.87% |
| #18 | AERCAP HOLDINGS NV (AER) - 2.14% | VALE SA (n/a) - 0.84% |
| #19 | BARCLAYS PLC (n/a) - 1.96% | KOREA ELECTRIC POWER CORP (n/a) - 0.79% |
| #20 | OBIC CO LTD (n/a) - 1.95% | GOLD FIELDS LTD (n/a) - 0.76% |
| #21 | AKZO NOBEL NV (n/a) - 1.92% | LG ELECTRONICS INC (n/a) - 0.74% |
| #22 | MANULIFE FINANCIAL CORP (MFC) - 1.80% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.72% |
| #23 | THE TORONTO-DOMINION BANK (TD) - 1.79% | KIA CORP (n/a) - 0.71% |
| #24 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 1.71% | KB FINANCIAL GROUP INC (n/a) - 0.71% |
| #25 | SMITHS GROUP PLC (n/a) - 1.67% | n/a (n/a) - 0.70% |
| Total Holdings | 84 | 737 |
EFFI vs MFEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFFI
+1.68%
MFEM
-0.61%
3M
EFFI
+4.08%
Winner
MFEM
+11.78%
6M
EFFI
+5.71%
Winner
MFEM
+22.82%
1Y
EFFI
+17.32%
Winner
MFEM
+41.88%
5Y(CAGR)
EFFI
N/A
MFEM
+7.20%
10Y(CAGR)
EFFI
N/A
MFEM
+7.53%
Max(CAGR)
Winner
EFFI
+21.81%
MFEM
+7.53%
EFFI vs MFEM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EFFI | MFEM |
|---|---|---|
| 2026 | +3.15% | +19.99% |
| 2025 | +33.64% | +25.82% |
| 2024 | -3.24% | +6.16% |
| 2023 | N/A | +14.55% |
| 2022 | N/A | -20.63% |
| 2021 | N/A | +10.12% |
| 2020 | N/A | +9.82% |
| 2019 | N/A | +14.99% |
| 2018 | N/A | -15.89% |
| 2017 | N/A | +4.82% |
EFFI vs MFEM Drawdown Comparison
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The maximum drawdown for MFEM was -43.32%, occurring on Mar 23, 2020. Recovery took 735 trading sessions.
The current EFFI drawdown is -2.37%. The current MFEM drawdown is -8.31%.
| Rank | EFFI | MFEM |
|---|---|---|
| #1 | -13.64% Mar 5, 2025 - Apr 25, 2025 | -43.32% Jan 26, 2018 - Dec 28, 2020 |
| #2 | -10.55% Feb 25, 2026 - May 27, 2026 | -31.39% Jun 4, 2021 - Sep 26, 2024 |
| #3 | -5.66% Nov 12, 2025 - Dec 11, 2025 | -19.22% Oct 7, 2024 - Jun 24, 2025 |
| #4 | -4.40% Jul 23, 2025 - Aug 13, 2025 | -12.86% Feb 25, 2026 - Apr 30, 2026 |
| #5 | -3.96% Dec 12, 2024 - Jan 21, 2025 | -8.31% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -3.91% Oct 6, 2025 - Oct 28, 2025 | -7.46% Feb 12, 2021 - Apr 27, 2021 |
| #7 | -3.84% Jan 27, 2026 - Feb 25, 2026 | -6.04% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -2.66% Sep 8, 2025 - Oct 3, 2025 | -6.02% May 11, 2026 - May 26, 2026 |
| #9 | -2.66% Jan 30, 2025 - Feb 11, 2025 | -4.76% May 7, 2021 - May 28, 2021 |
| #10 | -2.37% May 29, 2026 - Jun 5, 2026 | -4.46% Sep 17, 2025 - Oct 20, 2025 |
| #11 | -2.32% Jun 12, 2025 - Jun 26, 2025 | -4.16% Nov 12, 2025 - Dec 26, 2025 |
| #12 | -2.18% Jul 10, 2025 - Jul 23, 2025 | -3.96% Sep 11, 2017 - Oct 16, 2017 |
| #13 | -1.78% Aug 22, 2025 - Sep 8, 2025 | -3.68% Nov 24, 2017 - Dec 22, 2017 |
| #14 | -1.72% Jan 15, 2026 - Jan 22, 2026 | -3.64% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -1.30% Oct 29, 2025 - Nov 7, 2025 | -3.51% Jan 29, 2026 - Feb 9, 2026 |
Correlation
Correlation between EFFI and MFEM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
EFFI vs MFEM dividend yield comparison.
| Year | EFFI | MFEM |
|---|---|---|
| 2026 | 0.00% | 0.54% |
| 2025 | 4.33% | 2.77% |
| 2024 | 0.00% | 5.89% |
| 2023 | 0.00% | 4.01% |
| 2022 | 0.00% | 7.01% |
| 2021 | 0.00% | 29.96% |
| 2020 | 0.00% | 1.70% |
| 2019 | 0.00% | 2.37% |
| 2018 | 0.00% | 1.18% |
| 2017 | 0.00% | 0.21% |
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