Screener
FMCX vs EPSV
FM Focus Equity ETF vs Harbor SMID Cap Value ETF
Key differences
Both FMCX and EPSV are equity ETFs. FMCX charges 0.71% a year and EPSV 0.88%. The main difference: FMCX costs 0.17% less per year.
- FMCX costs 0.17% less per year.
- FMCX is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FMCX | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.88% |
| Fund size (AUM) | $118M | $5M |
| Since | 2022 | 2025 |
| Dividend yield | 0.33% | 2.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.1% | +45.1% |
| CAGR 3Y | +15.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 13.13% | 18.04% |
| Max drawdown | -17.70% | -8.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.