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EPMB vs IVOO

Harbor Mid Cap Core ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.81% less per year.
  • IVOO is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • IVOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMBIVOO
Annual cost (TER)0.88%0.07%
Fund size (AUM)$5M$5.4B
Since20252010
Dividend yield1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+24.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y14.52%15.69%
Max drawdown-8.95%-42.33%

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

Similar to EPMB and IVOO