OSEA vs VOO
Harbor International Compounders ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OSEA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $470M | $979.0B | |
| Dividend Yield | 1.24% | 1.09% | |
| Holdings | 38 | 509 | |
| YTD Return | +2.09% | +13.44% | |
| 1Y Return | +8.57% | +22.62% | |
| 3Y Return (annualized) | +8.92% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 14.5% | 14.1% | |
| Max Drawdown | -18.1% | -34.3% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 6, 2022 | Sep 7, 2010 |
OSEA vs VOO Performance
Harbor International Compounders ETF (OSEA) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OSEA returned +8.57% while VOO returned +22.62%. Year to date, OSEA is up 2.09% versus a gain of 13.44% for VOO.
Over three years, OSEA compounded at +8.92% per year against +21.47% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs +12.68%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OSEA has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.1% for OSEA and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OSEA charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, OSEA currently yields 1.24% against 1.09% for VOO.
Holdings Overlap
OSEA and VOO share 1 holdings out of 534 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in OSEA | Weight in VOO | Difference |
|---|---|---|---|
| LIN:IE | 3.46% | 0.37% | 3.09% |
Frequently Asked Questions
Which is cheaper, OSEA or VOO?
OSEA has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, OSEA or VOO?
Over the past year OSEA returned +8.57% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), OSEA annualized +12.68% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, OSEA or VOO?
OSEA has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: OSEA -18.1% vs VOO -34.3%.
Should I hold both OSEA and VOO?
OSEA and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OSEA and VOO?
OSEA and VOO share 1 common holdings with a 0.4% weight overlap. Combined, they hold 534 unique securities.
Which pays a higher dividend, OSEA or VOO?
OSEA yields 1.24% while VOO yields 1.09%, so OSEA currently pays the higher dividend yield.
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