Skip to content
Beacon
Screener

EPMB vs MEDI

Harbor Mid Cap Core ETF vs Harbor Health Care ETF

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

MEDI

Harbor Health Care ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$28M

Key differences

  • MEDI costs 0.08% less per year.
  • MEDI is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • EPMB follows a index tracking strategy; MEDI uses active selection.

Side-by-side comparison

EPMBMEDI
Annual cost (TER)0.88%0.80%
Fund size (AUM)$5M$28M
Since20252022
Dividend yield0.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.7%+28.2%
CAGR 3YN/A+13.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.58
Volatility 1Y14.52%19.80%
Max drawdown-8.95%-19.24%

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

Similar to EPMB and MEDI