Screener
IMCB vs EPSB
iShares Morningstar Mid-Cap ETF vs Harbor SMID Cap Core ETF
Key differences
- IMCB costs 0.84% less per year.
- IMCB is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
- IMCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCB | EPSB | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.88% |
| Fund size (AUM) | $1.6B | $5M |
| Since | 2004 | 2025 |
| Dividend yield | 1.27% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +31.0% |
| CAGR 3Y | +17.6% | N/A |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 12.83% | 15.12% |
| Max drawdown | -40.99% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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