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EPMB vs VO

Harbor Mid Cap Core ETF vs Vanguard Mid-Cap Index Fund ETF Shares

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Key differences

  • VO costs 0.85% less per year.
  • VO is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • VO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMBVO
Annual cost (TER)0.88%0.03%
Fund size (AUM)$5M$213.8B
Since20252004
Dividend yield1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+18.5%
CAGR 3YN/A+16.7%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.88
Volatility 1Y14.52%12.42%
Max drawdown-8.95%-39.37%

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

Similar to EPMB and VO