Screener
FMCE vs EPSV
FM Compounders Equity ETF vs Harbor SMID Cap Value ETF
Key differences
Both FMCE and EPSV are equity ETFs. FMCE charges 0.72% a year and EPSV 0.88%. The main difference: FMCE costs 0.16% less per year.
- FMCE costs 0.16% less per year.
- FMCE is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FMCE | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.88% |
| Fund size (AUM) | $68M | $5M |
| Since | 2024 | 2025 |
| Dividend yield | 0.77% | 2.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.6% | +45.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.61% | 18.04% |
| Max drawdown | -11.69% | -8.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.