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EMPB vs EPMB

Efficient Market Portfolio Plus ETF vs Harbor Mid Cap Core ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

Key differences

  • EPMB costs 1.33% less per year.
  • EMPB is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while EPMB is equity — different risk/return profiles.
  • EMPB follows a active selection strategy; EPMB uses index tracking.

Side-by-side comparison

EMPBEPMB
Annual cost (TER)2.21%0.88%
Fund size (AUM)$18M$5M
Since20242025
Dividend yield0.82%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+27.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.41%14.52%
Max drawdown-7.55%-8.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EMPB and EPMB