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EPMV vs NBSM
Harbor Mid Cap Value ETF vs Neuberger Small-Mid Cap ETF
Key differences
- NBSM costs 0.23% less per year.
- NBSM is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- EPMV follows a index tracking strategy; NBSM uses active selection.
Side-by-side comparison
| EPMV | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.65% |
| Fund size (AUM) | $4M | $228M |
| Since | 2025 | 2024 |
| Dividend yield | — | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.1% | +10.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.11% | 14.99% |
| Max drawdown | -8.78% | -25.16% |
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