Screener
STXV vs EPMB
Strive 1000 Value ETF vs Harbor Mid Cap Core ETF
Key differences
Both STXV and EPMB are equity ETFs. STXV charges 0.18% a year and EPMB 0.88%. The main difference: STXV follows a index tracking strategy; EPMB uses active selection.
- STXV follows a index tracking strategy; EPMB uses active selection.
- STXV costs 0.70% less per year.
- STXV is much larger than EPMB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STXV | EPMB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.88% |
| Fund size (AUM) | $79M | $4M |
| Since | 2022 | 2025 |
| Dividend yield | 2.24% | 1.60% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.6% | +27.4% |
| CAGR 3Y | +18.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.10 | N/A |
| Volatility 1Y | 10.14% | 14.63% |
| Max drawdown | -14.80% | -8.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.