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EPSB vs IJR

Harbor SMID Cap Core ETF vs iShares Core S&P Small-Cap ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.82% less per year.
  • IJR is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBIJR
Annual cost (TER)0.88%0.06%
Fund size (AUM)$5M$102.6B
Since20252000
Dividend yield1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y15.12%17.65%
Max drawdown-8.46%-44.36%

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

Similar to EPSB and IJR