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EPMB vs THLV

Harbor Mid Cap Core ETF vs THOR Equal Weight Low Volatility ETF

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

Key differences

  • THLV costs 0.24% less per year.
  • THLV is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • EPMB follows a index tracking strategy; THLV uses active selection.

Side-by-side comparison

EPMBTHLV
Annual cost (TER)0.88%0.64%
Fund size (AUM)$5M$58M
Since20252022
Dividend yield1.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+29.2%+21.3%
CAGR 3YN/A+13.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y14.53%9.95%
Max drawdown-8.95%-13.15%

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

Similar to EPMB and THLV