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EPMB vs IWR

Harbor Mid Cap Core ETF vs iShares Russell Mid-Cap ETF

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • IWR costs 0.70% less per year.
  • IWR is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMBIWR
Annual cost (TER)0.88%0.18%
Fund size (AUM)$5M$52.6B
Since20252001
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y14.52%13.50%
Max drawdown-8.95%-40.59%

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

Similar to EPMB and IWR