EPIN vs MCDS
Comparison between HARBOR INTERNATIONAL EQUITY ETF (EPIN, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE MID CORE ETF (MCDS, ETF).
EPIN vs MCDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPIN
$7.70M
Winner
MCDS
$7.80M
Expense Ratio
EPIN
0.80%
Winner
MCDS
0.35%
Max Drawdown
Winner
EPIN
11.64%
MCDS
23.00%
Sharpe Ratio
Winner
EPIN
1.66
MCDS
1.27
5Y Beta
EPIN
1.24
Winner
MCDS
0.90
P/E Ratio
EPIN
N/A
MCDS
25.87
Forward P/E
EPIN
N/A
MCDS
18.35
PEG Ratio
EPIN
N/A
MCDS
0.08
5Y EPS CAGR
EPIN
N/A
MCDS
14.81%
Debt to Equity
EPIN
N/A
MCDS
37.67%
P/S Ratio
EPIN
N/A
MCDS
1.78
P/B Ratio
EPIN
N/A
MCDS
3.40
EPIN vs MCDS - Holdings Comparison
EPIN and MCDS have 1 common holdings. Overlap is -0.29%
EPIN's top 25 holdings weight is 58.63%. MCDS's top 25 holdings weight is 30.93%.
| Rank | EPIN | MCDS |
|---|---|---|
| #1 | n/a (n/a) - 5.79% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 4.12% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.57% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #3 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 3.94% | HOWMET AEROSPACE INC (HWM) - 1.55% |
| #4 | MEDIATEK INC (n/a) - 3.73% | QUANTA SERVICES INC (PWR) - 1.40% |
| #5 | SUMCO CORP (n/a) - 3.48% | TERADYNE INC (TER) - 1.31% |
| #6 | ASML HOLDING NV (n/a) - 3.44% | STATE STREET CORP (STT) - 1.20% |
| #7 | PRYSMIAN SPA (n/a) - 3.44% | ROSS STORES INC (ROST) - 1.18% |
| #8 | MURATA MANUFACTURING CO LTD (n/a) - 3.29% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.17% |
| #9 | ERSTE GROUP BANK AG. (n/a) - 2.80% | MARATHON PETROLEUM CORP (MPC) - 1.10% |
| #10 | BARCLAYS PLC (n/a) - 2.76% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.06% |
| #11 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 2.15% | DOVER CORP (DOV) - 1.04% |
| #12 | SAFRAN SA (n/a) - 2.10% | ON SEMICONDUCTOR CORP (ON) - 1.03% |
| #13 | DBS GROUP HOLDINGS LTD (n/a) - 2.08% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.02% |
| #14 | US DOLLAR (n/a) - 2.01% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.01% |
| #15 | BAE SYSTEMS PLC (n/a) - 1.94% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.01% |
| #16 | NORSK HYDRO ASA (n/a) - 1.88% | CARDINAL HEALTH INC (CAH) - 1.00% |
| #17 | HITACHI LTD (n/a) - 1.82% | M&T BANK CORP (MTB) - 0.96% |
| #18 | GRUPO CIBEST SA ADR (CIB) - 1.69% | CMS ENERGY CORP (CMS) - 0.96% |
| #19 | n/a (SQM) - 1.57% | CIENA CORP (CIEN) - 0.96% |
| #20 | SHELL PLC (n/a) - 1.54% | ENTERGY CORP (ETR) - 0.94% |
| #21 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.57% | XCEL ENERGY INC (XEL) - 0.93% |
| #22 | TRAVELSKY TECHNOLOGY LTD CLASS H (n/a) - 0.56% | TD SYNNEX CORP (SNX) - 0.91% |
| #23 | AUMOVIO SE (n/a) - 0.27% | NORTHERN TRUST CORP (NTRS) - 0.90% |
| #24 | MEXICAN PESO (NEW) (n/a) - 0.12% | LOEWS CORP (L) - 0.90% |
| #25 | POUND STERLING (n/a) - 0.09% | CORNING INC (GLW) - 0.90% |
| Total Holdings | 34 | 189 |
EPIN vs MCDS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPIN
+4.94%
MCDS
+3.69%
3M
Winner
EPIN
+18.92%
MCDS
+13.17%
6M
Winner
EPIN
+25.13%
MCDS
+12.87%
1Y
Winner
EPIN
+37.82%
MCDS
+21.80%
Max(CAGR)
Winner
EPIN
+39.21%
MCDS
+16.73%
EPIN vs MCDS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EPIN | MCDS |
|---|---|---|
| 2026 | +19.59% | +12.67% |
| 2025 | +14.67% | +6.80% |
| 2024 | N/A | +9.82% |
EPIN vs MCDS Drawdown Comparison
The maximum drawdown for EPIN was -11.64%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for MCDS was -22.51%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current EPIN drawdown is -2.87%.
| Rank | EPIN | MCDS |
|---|---|---|
| #1 | -11.64% Feb 25, 2026 - Apr 17, 2026 | -22.51% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -6.90% Jun 2, 2026 - Jun 10, 2026 | -7.47% Feb 26, 2026 - Apr 14, 2026 |
| #3 | -5.30% Nov 11, 2025 - Dec 10, 2025 | -3.57% Aug 30, 2024 - Sep 17, 2024 |
| #4 | -4.37% Oct 6, 2025 - Oct 27, 2025 | -3.20% May 6, 2026 - May 26, 2026 |
| #5 | -4.02% Jul 23, 2025 - Aug 22, 2025 | -2.61% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -3.85% Jan 27, 2026 - Feb 9, 2026 | -2.24% Nov 11, 2024 - Nov 21, 2024 |
| #7 | -3.64% May 8, 2026 - May 26, 2026 | -2.17% Jan 15, 2026 - Feb 6, 2026 |
| #8 | -3.45% Apr 17, 2026 - May 5, 2026 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #9 | -2.47% Aug 22, 2025 - Sep 11, 2025 | -1.81% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -2.40% Oct 27, 2025 - Nov 11, 2025 | -1.72% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -2.14% Jun 12, 2025 - Jun 26, 2025 | -1.49% Feb 20, 2026 - Feb 26, 2026 |
| #12 | -2.04% Dec 11, 2025 - Dec 22, 2025 | -1.28% Sep 30, 2024 - Oct 11, 2024 |
| #13 | -1.79% Feb 11, 2026 - Feb 20, 2026 | -1.18% Feb 10, 2026 - Feb 18, 2026 |
| #14 | -1.54% Jan 16, 2026 - Jan 21, 2026 | -1.05% Jan 6, 2026 - Jan 14, 2026 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -0.67% Sep 24, 2024 - Sep 27, 2024 |
Correlation
Correlation between EPIN and MCDS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
EPIN vs MCDS dividend yield comparison.
| Year | EPIN | MCDS |
|---|---|---|
| 2026 | 0.00% | 0.11% |
| 2025 | 0.79% | 1.23% |
| 2024 | 0.00% | 0.64% |
Select Stocks to Compare
Popular: EPIN vs SPYMCDS vs SPY
More Comparisons
Compare with similar stocks