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EFFEvsEVLUETF Comparison
Harbor Osmosis Emerging Markets Resource Efficient ETF
Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) and iShares MSCI Emerging Markets Value Factor ETF (EVLU) belong to the same industry segment: EM Large & Mid Cap. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Consumer Discretionary. EFFE is more expensive with a Total Expense Ratio (TER) of 0.78%, versus 0.35% for EVLU. EFFE is up 3.94% year-to-date (YTD) with - in YTD flows. EVLU performs better with 7.42% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of EFFE and EVLU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EFFE vs EVLU performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFFE EVLU | -2.67%-4.24% | +3.02%+9.22% | +3.94%+7.42% | +21.59%+42.35% | n/an/a | n/an/a |
| Flows | EFFE EVLU | -- | -+$2M | -+$2M | +$515K+$2M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFFE EVLU | +20.51%+17.60% | +16.42%+16.79% | n/an/a | n/an/a |
| Max drawdown | EFFE EVLU | -9.73%-8.59% | -11.91%-15.21% | n/an/a | n/an/a |
| Max drawdown duration | EFFE EVLU | 12d10d | 48d56d | n/an/a | n/an/a |
EFFE | EVLU | |
Last sale 3/12/2026 at 1:30 PM | $23.38 | $33.54 |
| Previous close 03/11/2026 | $24.08 | $34.47 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EFFE | EVLU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EFFE | EVLU | |
|---|---|---|
| Last price | $23.38 | $33.54 |
| 1D performance | -2.89% | -2.70% |
| AuM | $124.30 M | $12.33 M |
| E/R | 0.78% | 0.35% |
EFFE | EVLU | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | iShares |
| Benchmark | - | MSCI Emerging Markets Value Factor Select Index |
| N° of holdings | 75 | 271 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 17, 2024 | September 4, 2024 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EFFE and EVLU ETFs performed in 2026?
As of March 10, 2026, EFFE is up 3.94% year-to-date (YTD), while EVLU has returned 7.42%. That puts EVLU better performer ahead so far this year.
Which ETF is attracting more investor money: EFFE or EVLU?
Year-to-date, the EFFE ETF saw - in flows, compared to +$2M for EVLU.
Which ETF is more volatile: EFFE or EVLU?
Over the past year, EFFE had a volatility of 16.42%, while EVLU experienced 16.79%.
Which ETF is bigger: EFFE or EVLU?
As of March 10, 2026, EFFE holds $124.30 M in assets under management (AUM), while EVLU manages $12.33 M.
What sectors do the EFFE and EVLU ETFs invest in?
EFFE leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, EVLU focuses on Information Technology, Financials and Consumer Discretionary.
What are the top holdings of the EFFE ETF and EVLU ETF?
EFFE top holdings include GLOBAL UNICHIP, KIA CORPORATION and MEDIATEK INC. EVLU holds in its top three: SAMSUNG ELECTR, HON HAI PRECISION INDUSTRY and MEDIATEK INC.
Which ETF is more diversified: EFFE or EVLU?
EFFE holds 79 securities with 45.74% of its assets in the top 15. EVLU has 287 securities and a top 15 weight of 35.61%.
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