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EPMV vs FIVA

Harbor Mid Cap Value ETF vs Fidelity International Value Factor ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

FIVA

Fidelity International Value Factor ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$533M

Key differences

  • FIVA costs 0.70% less per year.
  • FIVA is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • EPMV covers north america markets; FIVA covers global.
  • FIVA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMVFIVA
Annual cost (TER)0.88%0.18%
Fund size (AUM)$4M$533M
Since20252018
Dividend yield2.63%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+36.7%
CAGR 3YN/A+22.2%
CAGR 5YN/A+12.8%
Sharpe 3YN/A1.17
Volatility 1Y15.32%15.28%
Max drawdown-8.78%-39.60%

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

Similar to EPMV and FIVA