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EPMV vs PY
Harbor Mid Cap Value ETF vs Principal Value ETF
Key differences
- PY costs 0.73% less per year.
- PY is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- EPMV follows a index tracking strategy; PY uses active selection.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPMV | PY | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.15% |
| Fund size (AUM) | $4M | $212M |
| Since | 2025 | 2016 |
| Dividend yield | — | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.8% | +17.0% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 15.28% | 10.74% |
| Max drawdown | -8.78% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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