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EPEM vs SPY

Comparison between HARBOR EMERGING MARKETS EQUITY ETF (EPEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

EPEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPEM
$8.20M
Winner
SPY
$784B
Expense Ratio
EPEM
0.84%
Winner
SPY
0.09%
Max Drawdown
Winner
EPEM
13.27%
SPY
56.47%
Sharpe Ratio
Winner
EPEM
1.87
SPY
1.56
5Y Beta
EPEM
1.26
Winner
SPY
1.00
P/E Ratio
EPEM
N/A
SPY
28.29
Forward P/E
EPEM
N/A
SPY
21.75
5Y Dividends CAGR
EPEM
N/A
SPY
5.43%
5Y EPS CAGR
EPEM
N/A
SPY
25.98%
Debt to Equity
EPEM
N/A
SPY
30.79%
P/S Ratio
EPEM
N/A
SPY
3.79
P/B Ratio
EPEM
N/A
SPY
5.67

EPEM vs SPY - Holdings Comparison

EPEM and SPY have 1 common holdings. Overlap is 0.00%

EPEM's top 25 holdings weight is 82.46%. SPY's top 25 holdings weight is 52.46%.

RankEPEMSPY
#1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 13.62%
NVIDIA CORP (NVDA) - 8.30%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 9.38%
APPLE INC (AAPL) - 7.09%
#3
MEDIATEK INC (n/a) - 4.59%
MICROSOFT CORP (MSFT) - 5.02%
#4
ASE TECHNOLOGY HOLDING CO LTD (n/a) - 4.40%
AMAZON.COM INC (AMZN) - 3.84%
#5
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 4.19%
BROADCOM INC (AVGO) - 3.50%
#6
US DOLLAR (n/a) - 3.88%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
GRUPO CIBEST SA ADR (CIB) - 3.40%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
MICRO-STAR INTERNATIONAL CO LTD (n/a) - 3.27%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
TENCENT HOLDINGS LTD (n/a) - 2.83%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
WEICHAI POWER CO LTD CLASS H (n/a) - 2.79%
TESLA INC (TSLA) - 1.83%
#11
JIANGXI COPPER CO LTD CLASS H (n/a) - 2.67%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 2.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
BAIDU INC ADR (BIDU) - 2.43%
ELI LILLY AND CO (LLY) - 1.29%
#14
XP INC CLASS A (XP) - 2.11%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
KOMERCNI BANKA AS (n/a) - 2.05%
EXXON MOBIL CORP (XOM) - 0.96%
#16
AMBEV SA (n/a) - 1.99%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
HDFC BANK LTD ADR (HDB) - 1.99%
VISA INC CLASS A (V) - 0.82%
#18
COSMAX INC (n/a) - 1.96%
INTEL CORP (INTC) - 0.78%
#19
FIRSTRAND LTD (n/a) - 1.94%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
ICICI BANK LTD ADR (IBN) - 1.92%
WALMART INC (WMT) - 0.76%
#21
BYD CO LTD CLASS H (n/a) - 1.86%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
BOC AVIATION LTD SHS UNITARY 144A/REG S (n/a) - 1.73%
CATERPILLAR INC (CAT) - 0.65%
#23
SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD (n/a) - 1.69%
ORACLE CORP (ORCL) - 0.64%
#24
YUM CHINA HOLDINGS INC (YUMC) - 1.64%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
GRUPO FINANCIERO BANORTE SAB DE CV CLASS O (n/a) - 1.63%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings46505

EPEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPEM
+2.34%
SPY
+0.48%
3M
Winner
EPEM
+18.33%
SPY
+11.67%
6M
Winner
EPEM
+30.66%
SPY
+9.42%
1Y
Winner
EPEM
+48.79%
SPY
+24.27%
5Y(CAGR)
EPEM
N/A
SPY
+13.36%
10Y(CAGR)
EPEM
N/A
SPY
+15.42%
Max(CAGR)
Winner
EPEM
+52.03%
SPY
+8.49%

EPEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEPEMSPY
2026+23.77%+8.88%
2025+20.73%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EPEM vs SPY Drawdown Comparison

The maximum drawdown for EPEM was -13.27%, occurring on Mar 30, 2026. Recovery took 41 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EPEM drawdown is -3.70%. The current SPY drawdown is -2.35%.

RankEPEMSPY
#1-13.27%
Feb 25, 2026 - Apr 24, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.07%
Jun 2, 2026 - Jun 10, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.15%
May 11, 2026 - May 26, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.51%
Oct 8, 2025 - Oct 20, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.48%
Nov 10, 2025 - Dec 26, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.95%
Jan 28, 2026 - Feb 10, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.47%
Jul 23, 2025 - Aug 13, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.41%
Sep 17, 2025 - Oct 8, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.95%
Jun 12, 2025 - Jun 24, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.75%
Nov 3, 2025 - Nov 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.69%
Aug 13, 2025 - Sep 5, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.53%
May 6, 2026 - May 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.52%
Apr 24, 2026 - Apr 30, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.49%
Oct 20, 2025 - Oct 24, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.30%
Feb 11, 2026 - Feb 20, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EPEM and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

EPEM vs SPY dividend yield comparison.

YearEPEMSPY
20260.00%0.24%
20253.66%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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