Screener
EPSB vs IVSS
Harbor SMID Cap Core ETF vs Applied Finance IVS US SMID ETF
Key differences
Both EPSB and IVSS are equity ETFs. EPSB charges 0.88% a year and IVSS 0.59%. The main difference: IVSS costs 0.29% less per year.
- IVSS costs 0.29% less per year.
- IVSS is much larger than EPSB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EPSB | IVSS | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.59% |
| Fund size (AUM) | $5M | $24M |
| Since | 2025 | 2025 |
| Dividend yield | 1.16% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.0% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.18% | — |
| Max drawdown | -8.46% | -8.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.