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EPMV vs VMAX

Harbor Mid Cap Value ETF vs Hartford US Value ETF

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

VMAX

Hartford US Value ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$47M

Key differences

  • VMAX costs 0.59% less per year.
  • VMAX is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

EPMVVMAX
Annual cost (TER)0.88%0.29%
Fund size (AUM)$4M$47M
Since20252023
Dividend yield1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+28.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.28%12.35%
Max drawdown-8.78%-19.05%

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

Similar to EPMV and VMAX