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EPMV vs MEDI

Harbor Mid Cap Value ETF vs Harbor Health Care ETF

EPMV

Harbor Mid Cap Value ETF

Annual cost

0.88%

Fund size

$4M

MEDI

Harbor Health Care ETF

Annual cost

0.80%

Fund size

$28M

Key differences

  • MEDI costs 0.08% less per year.
  • MEDI is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • EPMV follows a index tracking strategy; MEDI uses active selection.

Side-by-side comparison

EPMVMEDI
Annual cost (TER)0.88%0.80%
Fund size (AUM)$4M$28M
Since20252022
Dividend yield0.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+31.1%+27.3%
CAGR 3YN/A+13.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.58
Volatility 1Y15.32%19.80%
Max drawdown-8.78%-19.24%

Similar to EPMV and MEDI