Compare · 2 funds side by side · dividends reinvested

EPIN and IEFA

EPINHarbor×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,909IEFA · best of the two

02 / 04

EPIN and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B1.3

Harbor International Equity ETF (EPIN)International · Ex-US broad0.80%0.65%+21.3%+27.1%[…][…]−11.7%20.1%$8M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EPIN 2025 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Harbor International Equity ETF (EPIN) · $8M[…]

EPIN

IEFA

iShares Core MSCI EAFE ETF · $193B$14,909

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

EPINMeasureIEFA

+21.3%Year to dateJan 1 → Nov 9+11.1%

+27.1%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $16,823+18.9%

[…]5 years · per year$10,000 became […] · $14,909+8.3%

0.80%Expense ratio$80 · $7 a year on $10k · lower is better0.07%

0.65%Trailing 12-mo yield$65 · $336 a year on $10k3.36%

−11.7%Worst dropSmaller is better−11.5%

20.1%VolatilityLower is calmer16.5%

EPINIEFA Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IEFA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPIN vs IEFA: Top 5 Holdings

Today

EPIN

15.6%in top 5

IEFA

in top 57.2%

EPINStockIEFA

4.2%2330.TWnot top 5

3.2%EBSnot top 5

3.0%ASML.AS2.3%

2.7%BARC.Lnot top 5

2.4%PRY.MInot top 5

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5SHEL.L1.2%

Held in common6.8%

End-of-day Nov 9, 2026 · share of each fund

EPIN vs IEFA Returns, Every Period

HarborEPIN

+27.1%

past year

IEFAiShares

+15.8%

past year

EPINIEFAFaded: behind in that period

2–0EPIN wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EPIN vs IEFA

YTD

HarborEPIN

+21.3%

IEFAiShares

+11.1%

+21.3%Year to date+11.1%

−11.7%Worst drop · 1Y−11.5%

20.1%Volatility · 1Y16.5%

0.7%Yield3.4%

$8.0MAssets$193B

3–1IEFA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPIN, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

EPIN0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EPIN, IEFA

3.36%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.36%$336

EPIN0.65%$65

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$329most kept, IEFA

IEFA$336 − $7 = $329

EPIN$65 − $80 = −$15

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EPIN, IEFA

Today

6.8%most shared, EPIN and IEFA

EPINIEFA

EPIN—6.8%

IEFA6.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.1%EPIN, at 20.1% volatility

IEFAWorst drop−11.5%16.5% vol

EPINWorst drop−11.7%20.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAEPIN

+11.1%Year to date+21.3%

3.4%Yield0.7%

+15.8%Past year+27.1%

0.07%Fee0.80%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026