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EPSB vs VIOO

Harbor SMID Cap Core ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

VIOO

Vanguard S&P Small-Cap 600 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.8B

Key differences

  • VIOO costs 0.81% less per year.
  • VIOO is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • VIOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBVIOO
Annual cost (TER)0.88%0.07%
Fund size (AUM)$5M$5.8B
Since20252010
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+33.2%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y15.12%17.72%
Max drawdown-8.46%-44.15%

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

Similar to EPSB and VIOO