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LSEQ vs IMCB

Harbor Long-Short Equity ETF vs iShares Morningstar Mid-Cap ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 2.24% less per year.
  • IMCB is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while IMCB is equity — different risk/return profiles.
  • LSEQ follows a long short strategy; IMCB uses index tracking.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQIMCB
Annual cost (TER)2.28%0.04%
Fund size (AUM)$15M$1.6B
Since20232004
Dividend yield1.78%1.27%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+19.7%+22.1%
CAGR 3YN/A+17.6%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.91
Volatility 1Y14.96%12.83%
Max drawdown-8.35%-40.99%

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

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