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HAPS vs EPMB

Harbor Human Capital Factor US Small Cap ETF vs Harbor Mid Cap Core ETF

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

Key differences

  • HAPS costs 0.27% less per year.
  • HAPS is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HAPSEPMB
Annual cost (TER)0.61%0.88%
Fund size (AUM)$157M$5M
Since20232025
Dividend yield0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+27.7%
CAGR 3Y+13.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.52N/A
Volatility 1Y17.11%14.52%
Max drawdown-27.44%-8.95%

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

Similar to HAPS and EPMB