Skip to content
Beacon
Screener

EPSB vs DFAS

Harbor SMID Cap Core ETF vs Dimensional U.S. Small Cap ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

DFAS

Dimensional U.S. Small Cap ETF

Dimensional Fund Advisors

Annual cost

0.26%

Fund size

$14.0B

Key differences

  • DFAS costs 0.62% less per year.
  • DFAS is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • EPSB follows a index tracking strategy; DFAS uses active selection.
  • DFAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBDFAS
Annual cost (TER)0.88%0.26%
Fund size (AUM)$5M$14.0B
Since20251998
Dividend yield0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+33.3%+31.2%
CAGR 3YN/A+16.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y15.19%16.95%
Max drawdown-8.46%-26.13%

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

Similar to EPSB and DFAS