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EPSV vs LRGC

Harbor SMID Cap Value ETF vs AB US Large Cap Strategic Equities ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • LRGC costs 0.49% less per year.
  • LRGC is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV follows a index tracking strategy; LRGC uses active selection.

Side-by-side comparison

EPSVLRGC
Annual cost (TER)0.88%0.39%
Fund size (AUM)$5M$1.2B
Since20252023
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+43.7%+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.79%12.03%
Max drawdown-8.93%-19.38%

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

Similar to EPSV and LRGC