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EPMB vs SMLL

Harbor Mid Cap Core ETF vs Harbor Active Small Cap ETF

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

SMLL

Harbor Active Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$14M

Key differences

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

Side-by-side comparison

EPMBSMLL
Annual cost (TER)0.88%0.80%
Fund size (AUM)$5M$14M
Since20252024
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.7%+0.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.52%17.53%
Max drawdown-8.95%-23.55%

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

Similar to EPMB and SMLL