EPEM vs VIG

AEPEM

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income3.06%EPEM · $306 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%EPEM and VIG

Harbor Emerging Markets Equity ETF (EPEM) · $8MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.84%Expense ratio$84 · $4 on $10k · lower wins0.04%

3.06%12-mo yield$306 · $146 on $10k1.46%

Cards for this view

EPEM

Harbor Emerging Markets Equity ETF (EPEM)

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureEPEMVIG

Fee0.84%0.04%

Cost on $10k a year$84$4

Yield3.06%1.46%

5 years, per year[…]+10.6%

3 years, per year[…]+18.6%

Worst drop · 1Y−14.0%−7.9%

Volatility · 1Y23.6%11.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AEPEM	Harbor Emerging Markets Equity ETF (EPEM)Read Desk	0.84%	3.06%	0.0%	+19.8%	+23.2%	new	new	−14.0%	$8M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AEPEM	Harbor Emerging Markets Equity ETF (EPEM)Read Desk	0.84%	3.06%	0.0%	+19.8%	+23.2%	new	new	−14.0%	$8M

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