Skip to content
Beacon
Screener

EPMV vs MDYV

Harbor Mid Cap Value ETF vs State Street SPDR S&P 400 Mid Cap Value ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

Key differences

  • MDYV costs 0.73% less per year.
  • MDYV is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • MDYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMVMDYV
Annual cost (TER)0.88%0.15%
Fund size (AUM)$4M$2.6B
Since20252005
Dividend yield1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+20.7%
CAGR 3YN/A+14.2%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.63
Volatility 1Y15.28%15.41%
Max drawdown-8.78%-45.90%

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

Similar to EPMV and MDYV