Screener
IVSS vs EPSB
Applied Finance IVS US SMID ETF vs Harbor SMID Cap Core ETF
Key differences
Both IVSS and EPSB are equity ETFs. IVSS charges 0.59% a year and EPSB 0.88%. The main difference: IVSS costs 0.29% less per year.
- IVSS costs 0.29% less per year.
- IVSS is much larger than EPSB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IVSS | EPSB | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.88% |
| Fund size (AUM) | $24M | $5M |
| Since | 2025 | 2025 |
| Dividend yield | — | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +26.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 15.18% |
| Max drawdown | -8.31% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.