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EPSB vs SPSM

Harbor SMID Cap Core ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • SPSM costs 0.85% less per year.
  • SPSM is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • SPSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBSPSM
Annual cost (TER)0.88%0.03%
Fund size (AUM)$5M$15.4B
Since20252013
Dividend yield1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.63
Volatility 1Y15.12%17.58%
Max drawdown-8.46%-42.89%

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

Similar to EPSB and SPSM