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HCMT vs EPMV

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs Harbor Mid Cap Value ETF

HCMT

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF

Direxion Funds

Annual cost

1.18%

Fund size

$551M

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

Key differences

  • EPMV costs 0.30% less per year.
  • HCMT is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • HCMT follows a tactical allocation strategy; EPMV uses index tracking.

Side-by-side comparison

HCMTEPMV
Annual cost (TER)1.18%0.88%
Fund size (AUM)$551M$4M
Since20232025
Dividend yield0.43%
Asset classequityequity
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1Y+42.3%+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y24.51%15.28%
Max drawdown-36.26%-8.78%

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

Similar to HCMT and EPMV