Screener
MEDI vs EPSB
Harbor Health Care ETF vs Harbor SMID Cap Core ETF
Key differences
- MEDI costs 0.08% less per year.
- MEDI is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
- MEDI follows a active selection strategy; EPSB uses index tracking.
Side-by-side comparison
| MEDI | EPSB | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.88% |
| Fund size (AUM) | $28M | $5M |
| Since | 2022 | 2025 |
| Dividend yield | 0.25% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.2% | +31.0% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.58 | N/A |
| Volatility 1Y | 19.80% | 15.12% |
| Max drawdown | -19.24% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MEDI and EPSB
Explore further