Harbor ETFs: record by period

Record

26 funds with a full year

Harbor’s 1-Year Record

24 of 26 Made Money2 lostHarbor typical +16.3% · All ETFs +6.9%

Made money · 24

More than 30%1BestHGER+40.3%

20–30%9

10–20%7

5–10%1

0–5%6

Lost money · 2

0–5%2WorstOSEA−1.1%

5–10%0

More than 10%0

Harbor ETFs · past-year returns · 26 funds with a full year · as of Nov 4, 2026

Harbor’s Returns by Bucket

BucketYTD1YMoney made

Commodities2 funds · $4.9B+39.4%+40.3%$1.4B

US stocks17 funds · $1.7B+12.9%+13.8%$199M

Income2 funds · $260M+10.9%+15.0%$33.5M

International6 funds · $680M+3.2%+4.3%$25.1M

Unsorted8 funds · $1.2B+6.0%+2.0%$23.1M

Sectors1 fund · $45.4M+11.5%+17.2%$6.7M

Bonds & cash3 funds · $179M+0.9%+2.0%$3.4M

Thematic5 funds · $44.4M+26.2%[…][…]

Harbor ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Harbor’s Best ETFs

YTD

+39.4%HGER, Commodity All-Weather Strategy (HGER), led Harbor

1HGERCommodity All-Weather Strategy (HGER)+39.4%

2EPAITrust - Harbor AI Inflection Strategy+26.2%

3EPSVSMID Cap Value (EPSV)+23.9%

4LSEQLong-Short Equity (LSEQ)+23.4%

5EPINInternational Equity (EPIN)+21.5%

6HAPSHuman Capital Factor US Small Cap+20.3%

7EPEMEmerging Markets Equity (EPEM)+19.7%

8EPSBSMID Cap Core (EPSB)+18.6%

Harbor ETFs · year-to-date returns · as of Nov 4, 2026

Harbor’s Worst ETFs

YTD

−1.9%OSEA, International Compounders (OSEA)

1OSEAInternational Compounders (OSEA)−1.9%

2AGGSDisciplined Bond (AGGS)−0.4%

Harbor ETFs · year-to-date returns · as of Nov 4, 2026

Harbor’s ETF Returns

YTD

25–2up · down this year
of 27 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 17 are 2026 launches.

Typical+12.0%

BestHGER +39.4%

WorstOSEA −1.9%

Harbor ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 Harbor ETFs

HGER+40.3%

HAPS+22.9%

MEDI+17.2%

GDIV+16.3%

EFFI+15.0%

INFO+13.3%

HAPI+11.0%

EFFE+3.8%

SIHY+2.6%

WINN+1.7%

AGGS−0.1%

OSEA−1.1%

Best first · dashed line = Harbor typical +16.3%

Harbor ETFs · past-year returns · as of Nov 4, 2026

Harbor’s Money Made

$1.7Bmade by the 12 largest · 99% of $1.7B

Harbor ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Harbor’s Best and Worst ETFs

Best 5 of 26

HGERCommodity All-Weather Strategy (HGER)+40.3%

EPSVSMID Cap Value (EPSV)+28.6%

EPINInternational Equity (EPIN)+24.6%

HAPSHuman Capital Factor US Small Cap+22.9%

EMESEmerging Markets Select (EMES)+22.6%

Worst 5 of 26

OSEAInternational Compounders (OSEA)−1.1%

AGGSDisciplined Bond (AGGS)−0.1%

WINNLong-Term Growers (WINN)+1.7%

SIFIAres Systematic Multi-Sector Income+1.7%

HOLDAlpha Layering (HOLD)+2.4%

End-of-day Nov 4, 2026 · funds with a full year

Harbor’s Record by Bucket

Commodities1 of 1

US stocks9 of 9

Unsorted5 of 5

International5 of 6

Income2 of 2

Bonds & cash1 of 2

Sectors1 of 1

Harbor ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Harbor’s Losing ETFs

2funds lost money1 international fund · 1 bond fund

FundCategoryPast year1Y ▲Assets

OSEAInternational Compounders (OSEA)International−1.1%$373M

AGGSDisciplined Bond (AGGS)Bonds & cash−0.1%$38.5M

Harbor ETFs · past-year returns · as of Nov 4, 2026 · worst first

Harbor’s Newest ETFs

18funds not in the record yet

First 1Y onFunds

Sep 4, 2025AELV

Dec 17, 2026EPAI

Jan 14, 2027SGRW

Jun 16, 2027ACOM

Aug 12, 2027ANTW DEPW HBIL MTAW OAIW XAIW

Aug 19, 2027BBLS

Aug 26, 2027AEMC AEMG AEMV AESB AESG AESL

A fund joins Win % and typical return once it has a full year of prices.

Harbor ETFs · launched in the past year · as of Nov 4, 2026

HHarbor

Record

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