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EPSV vs BBHM

Harbor SMID Cap Value ETF vs BBH Select Mid Cap ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

BBHM

BBH Select Mid Cap ETF

BBH

Annual cost

0.81%

Fund size

$521M

Key differences

  • BBHM costs 0.07% less per year.
  • BBHM is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV follows a index tracking strategy; BBHM uses active selection.

Side-by-side comparison

EPSVBBHM
Annual cost (TER)0.88%0.81%
Fund size (AUM)$5M$521M
Since20252021
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+47.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.87%
Max drawdown-8.93%-9.78%

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

Similar to EPSV and BBHM