PFDE vs EFFI
Comparison between PATHFINDER DISCIPLINED US EQUITY ETF (PFDE, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).
PFDE vs EFFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFDE
$144M
EFFI
$143M
Expense Ratio
PFDE
0.59%
Winner
EFFI
0.55%
Max Drawdown
Winner
PFDE
10.49%
EFFI
13.64%
Sharpe Ratio
Winner
PFDE
1.14
EFFI
0.97
5Y Beta
PFDE
1.15
Winner
EFFI
0.72
P/E Ratio
PFDE
27.35
EFFI
N/A
Forward P/E
PFDE
19.27
EFFI
N/A
PEG Ratio
PFDE
0.23
EFFI
N/A
5Y EPS CAGR
PFDE
27.78%
EFFI
N/A
Debt to Equity
PFDE
15.36%
EFFI
N/A
P/S Ratio
PFDE
3.27
EFFI
N/A
P/B Ratio
PFDE
5.85
EFFI
N/A
PFDE vs EFFI - Holdings Comparison
PFDE and EFFI have 1 common holdings. Overlap is 0.00%
PFDE's top 25 holdings weight is 66.45%. EFFI's top 25 holdings weight is 65.76%.
| Rank | PFDE | EFFI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.31% | KEYENCE CORP (n/a) - 3.65% |
| #2 | APPLE INC (AAPL) - 6.27% | RECRUIT HOLDINGS CO LTD (n/a) - 3.59% |
| #3 | AMAZON.COM INC (AMZN) - 5.15% | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 3.39% |
| #4 | MICROSOFT CORP (MSFT) - 3.96% | L'OREAL SA (n/a) - 3.38% |
| #5 | BROADCOM INC (AVGO) - 3.63% | SONOVA HOLDING AG (n/a) - 3.18% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.32% | DENSO CORP (n/a) - 3.14% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.15% | TOYOTA TSUSHO CORP (n/a) - 2.98% |
| #8 | CITIGROUP INC (C) - 2.54% | GLENCORE PLC (n/a) - 2.97% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.50% | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.86% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.31% | LUNDIN GOLD INC (LUGDF) - 2.67% |
| #11 | ABBVIE INC (ABBV) - 1.93% | MEDIBANK PVT LTD (n/a) - 2.57% |
| #12 | BOOKING HOLDINGS INC (BKNG) - 1.92% | BANCO SANTANDER SA (n/a) - 2.53% |
| #13 | MERCK & CO INC (MRK) - 1.85% | UNICREDIT SPA (n/a) - 2.52% |
| #14 | BOEING CO (BA) - 1.84% | VESTAS WIND SYSTEMS AS (n/a) - 2.46% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.82% | ASTRAZENECA PLC (AZN) - 2.42% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.78% | SINGAPORE EXCHANGE LTD (n/a) - 2.41% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.72% | BARCLAYS PLC (n/a) - 2.29% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.72% | OBIC CO LTD (n/a) - 2.29% |
| #19 | HCA HEALTHCARE INC (HCA) - 1.68% | ENBRIDGE INC (ENB) - 2.23% |
| #20 | CUMMINS INC (CMI) - 1.67% | AKZO NOBEL NV (n/a) - 2.23% |
| #21 | ROSS STORES INC (ROST) - 1.46% | AERCAP HOLDINGS NV (AER) - 2.20% |
| #22 | CHUBB LTD (CB) - 1.30% | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.04% |
| #23 | CHEVRON CORP (CVX) - 1.26% | THE TORONTO-DOMINION BANK (TD) - 1.98% |
| #24 | STATE STREET CORP (STT) - 1.18% | MANULIFE FINANCIAL CORP (MFC) - 1.89% |
| #25 | TJX COMPANIES INC (TJX) - 1.18% | n/a (n/a) - 1.89% |
| Total Holdings | 83 | 84 |
PFDE vs EFFI - Historical Returns
Returns include dividend reinvestment.
1M
PFDE
-0.27%
Winner
EFFI
+1.46%
3M
Winner
PFDE
+7.90%
EFFI
+4.61%
6M
Winner
PFDE
+12.85%
EFFI
+4.76%
1Y
PFDE
N/A
EFFI
+17.69%
Max(CAGR)
Winner
PFDE
+22.89%
EFFI
+22.04%
PFDE vs EFFI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | PFDE | EFFI |
|---|---|---|
| 2026 | +11.99% | +6.07% |
| 2025 | +0.00% | +33.64% |
| 2024 | N/A | -3.24% |
PFDE vs EFFI Drawdown Comparison
The maximum drawdown for PFDE was -10.37%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The current PFDE drawdown is -1.28%. The current EFFI drawdown is -0.68%.
| Rank | PFDE | EFFI |
|---|---|---|
| #1 | -10.37% Jan 28, 2026 - Apr 14, 2026 | -13.64% Mar 5, 2025 - Apr 25, 2025 |
| #2 | -5.42% Jun 2, 2026 - Jun 10, 2026 | -10.55% Feb 25, 2026 - May 27, 2026 |
| #3 | -3.25% Jan 12, 2026 - Jan 27, 2026 | -5.66% Nov 12, 2025 - Dec 11, 2025 |
| #4 | -3.11% May 14, 2026 - May 26, 2026 | -4.40% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -1.04% Apr 27, 2026 - May 1, 2026 | -3.96% Dec 12, 2024 - Jan 21, 2025 |
| #6 | -0.93% Apr 17, 2026 - Apr 22, 2026 | -3.91% Oct 6, 2025 - Oct 28, 2025 |
| #7 | -0.71% May 6, 2026 - May 8, 2026 | -3.84% Jan 27, 2026 - Feb 25, 2026 |
| #8 | -0.61% Apr 22, 2026 - Apr 24, 2026 | -3.25% May 29, 2026 - Jul 2, 2026 |
| #9 | -0.37% May 1, 2026 - May 5, 2026 | -2.66% Sep 8, 2025 - Oct 3, 2025 |
| #10 | -0.32% Jan 6, 2026 - Jan 9, 2026 | -2.66% Jan 30, 2025 - Feb 11, 2025 |
| #11 | -0.25% May 11, 2026 - May 13, 2026 | -2.32% Jun 12, 2025 - Jun 26, 2025 |
| #12 | N/A | -2.18% Jul 10, 2025 - Jul 23, 2025 |
| #13 | N/A | -2.08% Jul 6, 2026 - Jul 8, 2026 |
| #14 | N/A | -1.78% Aug 22, 2025 - Sep 8, 2025 |
| #15 | N/A | -1.72% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between PFDE and EFFI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2025 - 2026)
PFDE vs EFFI dividend yield comparison.
| Year | PFDE | EFFI |
|---|---|---|
| 2026 | 0.18% | 0.00% |
| 2025 | 0.00% | 4.33% |
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