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EPMB vs FNY
Harbor Mid Cap Core ETF vs First Trust Mid Cap Growth AlphaDEX Fund
Key differences
- FNY costs 0.15% less per year.
- FNY is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
- FNY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPMB | FNY | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.73% |
| Fund size (AUM) | $5M | $518M |
| Since | 2025 | 2011 |
| Dividend yield | — | 0.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.7% | +31.0% |
| CAGR 3Y | N/A | +20.1% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 14.52% | 19.81% |
| Max drawdown | -8.95% | -38.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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