Skip to content
Beacon
Screener

EPMV vs DFAC

Harbor Mid Cap Value ETF vs Dimensional U.S. Core Equity 2 ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

DFAC

Dimensional U.S. Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.17%

Fund size

$44.5B

Key differences

  • DFAC costs 0.71% less per year.
  • DFAC is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • EPMV follows a index tracking strategy; DFAC uses active selection.
  • DFAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMVDFAC
Annual cost (TER)0.88%0.17%
Fund size (AUM)$4M$44.5B
Since20252007
Dividend yield0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+31.1%+31.6%
CAGR 3YN/A+21.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.11
Volatility 1Y15.32%12.31%
Max drawdown-8.78%-23.11%

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

Similar to EPMV and DFAC