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EPMV vs HAPI

Harbor Mid Cap Value ETF vs Harbor Human Capital Factor US Large Cap ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

Key differences

  • HAPI costs 0.53% less per year.
  • HAPI is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

EPMVHAPI
Annual cost (TER)0.88%0.35%
Fund size (AUM)$4M$470M
Since20252022
Dividend yield0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+24.9%
CAGR 3YN/A+23.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y15.28%11.63%
Max drawdown-8.78%-19.46%

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

Similar to EPMV and HAPI