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SMLL vs EPMV

Harbor Active Small Cap ETF vs Harbor Mid Cap Value ETF

SMLL

Harbor Active Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$14M

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

Key differences

  • SMLL costs 0.08% less per year.
  • SMLL is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • SMLL follows a active selection strategy; EPMV uses index tracking.

Side-by-side comparison

SMLLEPMV
Annual cost (TER)0.80%0.88%
Fund size (AUM)$14M$4M
Since20242025
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+0.1%+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.53%15.28%
Max drawdown-23.55%-8.78%

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

Similar to SMLL and EPMV