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EPMV vs DFVX

Harbor Mid Cap Value ETF vs Dimensional US Large Cap Vector ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

DFVX

Dimensional US Large Cap Vector ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$486M

Key differences

  • DFVX costs 0.69% less per year.
  • DFVX is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • EPMV follows a index tracking strategy; DFVX uses active selection.

Side-by-side comparison

EPMVDFVX
Annual cost (TER)0.88%0.19%
Fund size (AUM)$4M$486M
Since20252023
Dividend yield1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+31.1%+28.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.32%10.93%
Max drawdown-8.78%-16.71%

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

Similar to EPMV and DFVX