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EPMV vs VOE

Harbor Mid Cap Value ETF vs Vanguard Mid-Cap Value Index Fund

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE costs 0.83% less per year.
  • VOE is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • VOE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMVVOE
Annual cost (TER)0.88%0.05%
Fund size (AUM)$4M$36.7B
Since20252006
Dividend yield1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+23.7%
CAGR 3YN/A+16.6%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.92
Volatility 1Y15.28%11.61%
Max drawdown-8.78%-43.18%

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

Similar to EPMV and VOE