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EPMV vs CGUS

Harbor Mid Cap Value ETF vs Capital Group Core Equity ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.55% less per year.
  • CGUS is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • EPMV follows a index tracking strategy; CGUS uses active selection.

Side-by-side comparison

EPMVCGUS
Annual cost (TER)0.88%0.33%
Fund size (AUM)$4M$10.3B
Since20252022
Dividend yield0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.8%+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y15.28%12.50%
Max drawdown-8.78%-22.15%

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

Similar to EPMV and CGUS