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EPSB vs IMCB

Harbor SMID Cap Core ETF vs iShares Morningstar Mid-Cap ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.84% less per year.
  • IMCB is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBIMCB
Annual cost (TER)0.88%0.04%
Fund size (AUM)$5M$1.6B
Since20252004
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+22.1%
CAGR 3YN/A+17.6%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.91
Volatility 1Y15.12%12.83%
Max drawdown-8.46%-40.99%

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

Similar to EPSB and IMCB