LGDX vs EFFE
Comparison between INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
LGDX vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGDX
$141M
EFFE
$140M
Expense Ratio
Winner
LGDX
0.25%
EFFE
0.69%
Max Drawdown
Winner
LGDX
15.79%
EFFE
33.56%
Sharpe Ratio
Winner
LGDX
0.98
EFFE
0.73
5Y Beta
LGDX
0.98
Winner
EFFE
0.81
P/E Ratio
LGDX
28.32
EFFE
N/A
Forward P/E
LGDX
20.29
EFFE
N/A
5Y EPS CAGR
LGDX
31.21%
EFFE
N/A
Debt to Equity
LGDX
43.24%
EFFE
N/A
P/S Ratio
LGDX
4.35
EFFE
N/A
P/B Ratio
LGDX
6.38
EFFE
N/A
LGDX vs EFFE - Holdings Comparison
LGDX and EFFE have 1 common holdings. Overlap is 0.00%
LGDX's top 25 holdings weight is 53.57%. EFFE's top 25 holdings weight is 67.80%.
| Rank | LGDX | EFFE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.24% | KIA CORP (n/a) - 3.86% |
| #2 | APPLE INC (AAPL) - 5.31% | QUANTA COMPUTER INC (n/a) - 3.64% |
| #3 | MICROSOFT CORP (MSFT) - 4.89% | n/a (n/a) - 3.60% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.35% | LENOVO GROUP LTD (n/a) - 3.55% |
| #5 | BROADCOM INC (AVGO) - 3.63% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.52% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.48% | ACCTON TECHNOLOGY CORP (n/a) - 3.40% |
| #7 | AMAZON.COM INC (AMZN) - 3.03% | WISTRON CORP (n/a) - 3.29% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.92% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 3.26% |
| #9 | TESLA INC (TSLA) - 1.64% | n/a (n/a) - 3.17% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.49% | LG ELECTRONICS INC (n/a) - 3.02% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.44% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.91% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | SK HYNIX INC (n/a) - 2.80% |
| #13 | ELI LILLY AND CO (LLY) - 1.33% | KING SLIDE WORKS CO LTD (n/a) - 2.74% |
| #14 | n/a (PLTR) - 1.22% | BHARTI AIRTEL LTD (n/a) - 2.71% |
| #15 | CITIGROUP INC (C) - 1.10% | CMOC GROUP LTD CLASS A (n/a) - 2.70% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.10% | SAMSUNG C&T CORP (n/a) - 2.67% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.10% | BB SEGURIDADE PARTICIPACOES SA (n/a) - 2.38% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.08% | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.36% |
| #19 | AMERICAN EXPRESS CO (AXP) - 1.07% | PICC HOLDING CO A COMMON STOCK CNY1.0 (n/a) - 2.31% |
| #20 | 3M CO (MMM) - 0.99% | MIRAE ASSET SECURITIES CO LTD (n/a) - 2.03% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.36% | n/a (n/a) - 1.96% |
| #22 | EXPEDIA GROUP INC (EXPE) - 0.35% | OIL & NATURAL GAS CORP LTD (n/a) - 1.60% |
| #23 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.35% | SAUDI ARABIAN OIL CO (n/a) - 1.48% |
| #24 | BAKER HUGHES CO CLASS A (BKR) - 0.35% | GOLD FIELDS LTD (n/a) - 1.47% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 0.34% | MARICO LTD (n/a) - 1.37% |
| Total Holdings | 239 | 110 |
LGDX vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGDX
+1.07%
EFFE
-8.15%
3M
Winner
LGDX
+5.86%
EFFE
+4.48%
6M
Winner
LGDX
+10.06%
EFFE
+9.87%
1Y
LGDX
+16.85%
Winner
EFFE
+19.29%
5Y(CAGR)
LGDX
N/A
EFFE
+1.02%
10Y(CAGR)
LGDX
N/A
EFFE
+1.89%
Max(CAGR)
Winner
LGDX
+16.92%
EFFE
+1.95%
LGDX vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LGDX | EFFE |
|---|---|---|
| 2026 | +9.30% | +12.40% |
| 2025 | +13.95% | +22.70% |
| 2024 | N/A | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
LGDX vs EFFE Drawdown Comparison
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current LGDX drawdown is -1.23%. The current EFFE drawdown is -11.53%.
| Rank | LGDX | EFFE |
|---|---|---|
| #1 | -15.79% Feb 28, 2025 - May 13, 2025 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -5.93% Oct 28, 2025 - Dec 23, 2025 | -14.86% Jun 2, 2026 - Jul 20, 2026 |
| #4 | -4.39% Jun 1, 2026 - Jun 10, 2026 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -3.11% Jan 12, 2026 - Jan 27, 2026 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -3.04% May 19, 2025 - Jun 6, 2025 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -2.74% Oct 8, 2025 - Oct 21, 2025 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -2.46% Jul 25, 2025 - Aug 12, 2025 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -1.98% May 14, 2026 - May 26, 2026 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -1.49% Sep 22, 2025 - Oct 3, 2025 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -1.48% Aug 28, 2025 - Sep 9, 2025 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -1.47% Dec 24, 2025 - Jan 12, 2026 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -1.43% Aug 18, 2025 - Aug 22, 2025 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -1.03% Jun 12, 2025 - Jun 16, 2025 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -1.02% Apr 27, 2026 - Apr 30, 2026 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between LGDX and EFFE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2025)
LGDX vs EFFE dividend yield comparison.
| Year | LGDX | EFFE |
|---|---|---|
| 2025 | 0.52% | 4.69% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 3.90% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 4.68% |
| 2014 | 0.00% | 0.61% |
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