Screener
BFOR vs EPMB
Barron's 400 ETF vs Harbor Mid Cap Core ETF
Key differences
Both BFOR and EPMB are equity ETFs. BFOR charges 0.65% a year and EPMB 0.88%. The main difference: BFOR follows a index tracking strategy; EPMB uses active selection.
- BFOR follows a index tracking strategy; EPMB uses active selection.
- BFOR costs 0.23% less per year.
- BFOR is much larger than EPMB. Larger funds are usually more liquid and less likely to close.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | EPMB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.88% |
| Fund size (AUM) | $215M | $4M |
| Since | 2013 | 2025 |
| Dividend yield | 0.54% | 1.60% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.0% | +27.4% |
| CAGR 3Y | +19.4% | N/A |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 15.06% | 14.63% |
| Max drawdown | -41.27% | -8.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.