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EPMV vs DFAS
Harbor Mid Cap Value ETF vs Dimensional U.S. Small Cap ETF
Key differences
- DFAS costs 0.62% less per year.
- DFAS is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- EPMV follows a index tracking strategy; DFAS uses active selection.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPMV | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.26% |
| Fund size (AUM) | $4M | $14.0B |
| Since | 2025 | 1998 |
| Dividend yield | — | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +31.2% |
| CAGR 3Y | N/A | +16.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.70 |
| Volatility 1Y | 15.32% | 16.95% |
| Max drawdown | -8.78% | -26.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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