Screener
IJH vs EPSV
iShares Core S&P Mid-Cap ETF vs Harbor SMID Cap Value ETF
Key differences
- IJH costs 0.83% less per year.
- IJH is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJH | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.88% |
| Fund size (AUM) | $115.7B | $5M |
| Since | 2000 | 2025 |
| Dividend yield | 1.22% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.7% | +43.7% |
| CAGR 3Y | +16.0% | N/A |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.72 | N/A |
| Volatility 1Y | 15.66% | 17.79% |
| Max drawdown | -42.18% | -8.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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