EPEM vs IVRS
Comparison between HARBOR EMERGING MARKETS EQUITY ETF (EPEM, ETF) and ISHARES FUTURE METAVERSE TECH AND COMMUNICATIONS ETF (IVRS, ETF).
EPEM vs IVRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPEM
$8.20M
Winner
IVRS
$8.30M
Expense Ratio
EPEM
0.84%
Winner
IVRS
0.47%
Max Drawdown
Winner
EPEM
13.27%
IVRS
36.37%
Sharpe Ratio
Winner
EPEM
1.87
IVRS
-0.34
5Y Beta
EPEM
1.26
Winner
IVRS
1.08
P/E Ratio
EPEM
N/A
IVRS
-22.98
Forward P/E
EPEM
N/A
IVRS
33.18
PEG Ratio
EPEM
N/A
IVRS
-0.06
Debt to Equity
EPEM
N/A
IVRS
45.95%
P/S Ratio
EPEM
N/A
IVRS
1.82
P/B Ratio
EPEM
N/A
IVRS
5.52
EPEM vs IVRS - Holdings Comparison
EPEM and IVRS have 1 common holdings. Overlap is -0.07%
EPEM's top 25 holdings weight is 82.46%. IVRS's top 25 holdings weight is 97.92%.
| Rank | EPEM | IVRS |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 13.62% | MARA HOLDINGS INC (MARA) - 6.73% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 9.38% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 6.04% |
| #3 | MEDIATEK INC (n/a) - 4.59% | ELECTRONIC ARTS INC (EA) - 5.63% |
| #4 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 4.40% | GALAXY DIGITAL INC ORDINARY SHARES CLASS A (GLXY) - 5.55% |
| #5 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 4.19% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 5.40% |
| #6 | US DOLLAR (n/a) - 3.88% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.13% |
| #7 | GRUPO CIBEST SA ADR (CIB) - 3.40% | DASSAULT SYSTEMES SE (n/a) - 4.99% |
| #8 | MICRO-STAR INTERNATIONAL CO LTD (n/a) - 3.27% | NETEASE INC ORDINARY SHARES (n/a) - 4.96% |
| #9 | TENCENT HOLDINGS LTD (n/a) - 2.83% | KRAFTON INC (n/a) - 4.72% |
| #10 | WEICHAI POWER CO LTD CLASS H (n/a) - 2.79% | GOERTEK INC CLASS A (n/a) - 4.45% |
| #11 | JIANGXI COPPER CO LTD CLASS H (n/a) - 2.67% | TENCENT HOLDINGS LTD (n/a) - 4.35% |
| #12 | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 2.50% | AUTODESK INC (ADSK) - 4.19% |
| #13 | BAIDU INC ADR (BIDU) - 2.43% | PTC INC (PTC) - 4.02% |
| #14 | XP INC CLASS A (XP) - 2.11% | COVER CORP (n/a) - 3.95% |
| #15 | KOMERCNI BANKA AS (n/a) - 2.05% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.91% |
| #16 | AMBEV SA (n/a) - 1.99% | KUAISHOU TECHNOLOGY ORDINARY SHARES CLASS B (n/a) - 3.83% |
| #17 | HDFC BANK LTD ADR (HDB) - 1.99% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 3.69% |
| #18 | COSMAX INC (n/a) - 1.96% | NVIDIA CORP (NVDA) - 3.64% |
| #19 | FIRSTRAND LTD (n/a) - 1.94% | METAPLANET INC (n/a) - 3.26% |
| #20 | ICICI BANK LTD ADR (IBN) - 1.92% | ADVANCED MICRO DEVICES INC (AMD) - 3.20% |
| #21 | BYD CO LTD CLASS H (n/a) - 1.86% | INTEL CORP (INTC) - 1.78% |
| #22 | BOC AVIATION LTD SHS UNITARY 144A/REG S (n/a) - 1.73% | META PLATFORMS INC CLASS A (META) - 1.60% |
| #23 | SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD (n/a) - 1.69% | BENTLEY SYSTEMS INC ORDINARY SHARES CLASS B (BSY) - 1.31% |
| #24 | YUM CHINA HOLDINGS INC (YUMC) - 1.64% | QUALCOMM INC (QCOM) - 1.01% |
| #25 | GRUPO FINANCIERO BANORTE SAB DE CV CLASS O (n/a) - 1.63% | SONY GROUP CORP (n/a) - 0.58% |
| Total Holdings | 46 | 54 |
EPEM vs IVRS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPEM
+2.34%
IVRS
-4.35%
3M
Winner
EPEM
+18.33%
IVRS
+4.04%
6M
Winner
EPEM
+30.66%
IVRS
-10.57%
1Y
Winner
EPEM
+48.79%
IVRS
-6.71%
Max(CAGR)
Winner
EPEM
+52.03%
IVRS
+11.12%
EPEM vs IVRS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EPEM | IVRS |
|---|---|---|
| 2026 | +23.77% | -10.08% |
| 2025 | +20.73% | +12.85% |
| 2024 | N/A | +10.18% |
| 2023 | N/A | +28.16% |
EPEM vs IVRS Drawdown Comparison
The maximum drawdown for EPEM was -13.27%, occurring on Mar 30, 2026. Recovery took 41 trading sessions.
The maximum drawdown for IVRS was -31.44%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current EPEM drawdown is -3.70%. The current IVRS drawdown is -21.38%.
| Rank | EPEM | IVRS |
|---|---|---|
| #1 | -13.27% Feb 25, 2026 - Apr 24, 2026 | -31.44% Oct 6, 2025 - Mar 27, 2026 |
| #2 | -8.07% Jun 2, 2026 - Jun 10, 2026 | -19.14% Feb 20, 2025 - May 13, 2025 |
| #3 | -6.15% May 11, 2026 - May 26, 2026 | -13.50% Jul 19, 2023 - Nov 20, 2023 |
| #4 | -4.51% Oct 8, 2025 - Oct 20, 2025 | -10.56% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -4.48% Nov 10, 2025 - Dec 26, 2025 | -8.71% Feb 15, 2024 - Jul 10, 2024 |
| #6 | -3.95% Jan 28, 2026 - Feb 10, 2026 | -7.39% Dec 11, 2024 - Feb 10, 2025 |
| #7 | -3.47% Jul 23, 2025 - Aug 13, 2025 | -6.16% Feb 16, 2023 - Mar 21, 2023 |
| #8 | -2.41% Sep 17, 2025 - Oct 8, 2025 | -5.24% Dec 28, 2023 - Feb 7, 2024 |
| #9 | -1.95% Jun 12, 2025 - Jun 24, 2025 | -5.12% Nov 7, 2024 - Dec 3, 2024 |
| #10 | -1.75% Nov 3, 2025 - Nov 10, 2025 | -4.70% Apr 3, 2023 - May 17, 2023 |
| #11 | -1.69% Aug 13, 2025 - Sep 5, 2025 | -4.60% Oct 4, 2024 - Nov 5, 2024 |
| #12 | -1.53% May 6, 2026 - May 8, 2026 | -4.42% Jun 15, 2023 - Jul 12, 2023 |
| #13 | -1.52% Apr 24, 2026 - Apr 30, 2026 | -2.54% Sep 8, 2025 - Sep 15, 2025 |
| #14 | -1.49% Oct 20, 2025 - Oct 24, 2025 | -2.52% May 22, 2023 - May 26, 2023 |
| #15 | -1.30% Feb 11, 2026 - Feb 20, 2026 | -2.36% Jun 6, 2023 - Jun 12, 2023 |
Correlation
Correlation between EPEM and IVRS is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.72
-101
Dividend Comparison (2023 - 2025)
EPEM vs IVRS dividend yield comparison.
| Year | EPEM | IVRS |
|---|---|---|
| 2025 | 3.66% | 7.88% |
| 2024 | 0.00% | 6.65% |
| 2023 | 0.00% | 0.48% |
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