Screener
EPMB vs STOX
Harbor Mid Cap Core ETF vs Horizon Core Equity ETF
Key differences
- STOX costs 0.18% less per year.
- STOX is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
- EPMB is classified as equity, while STOX is alternative — different risk/return profiles.
- EPMB follows a index tracking strategy; STOX uses option income.
Side-by-side comparison
| EPMB | STOX | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.70% |
| Fund size (AUM) | $5M | $132M |
| Since | 2025 | 2025 |
| Dividend yield | — | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +27.4% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.32% | — |
| Max drawdown | -8.95% | -9.33% |
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