EPMB vs VOO
Harbor Mid Cap Core ETF vs Vanguard S&P 500 ETF
Which is better, EPMB or VOO?
Mid Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. EPMB led over 1Y, VOO over the full window. EPMB is less concentrated, with 25.4% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EPMB | VOO |
|---|---|---|
| Expense Ratio | 0.88% | 0.03%Best |
| AUM | $5M | $997.4B |
| Dividend Yield | 1.55% | 1.04% |
| Holdings | 60 | 509 |
| YTD Return | +12.88% | +13.31%Best |
| 1Y Return | +21.43%Best | +17.07% |
| 3Y Return (annualized) | - | +22.72% |
| 5Y Return (annualized) | - | +13.19% |
| Volatility (annualized) | 12.3% | 11.9%Best |
| Max Drawdown | -8.9%Tie | -8.9%Tie |
| $10,000 over 1.4 years | $13,409 | $13,813Best |
| Top 10 Weight | 25.4%Best | 37.6% |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | May 1, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 2, 2025 to Sep 23, 2026 (1.4 years).
EPMB vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
EPMB vs VOO Performance
Harbor Mid Cap Core ETF (EPMB) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EPMB returned +21.43% while VOO returned +17.07%. Year to date, EPMB is up 12.88% versus a gain of 13.31% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPMB has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.9% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.9% for EPMB and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPMB charges 0.88% per year while VOO charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, EPMB currently yields 1.55% against 1.04% for VOO.
Holdings Overlap
60.9% of EPMB's money is in holdings VOO also owns. 3.4% of VOO's money is in holdings EPMB also owns.
The two portfolios partly overlap.
38 positions in common, counted across the 59 positions we hold weights for in EPMB and 494 in VOO, against full books of 60 and 509.
What only one of them owns
Our book lists 449 positions for VOO that do not appear in our book for EPMB (95.8% of the fund), and 19 for EPMB that do not appear in VOO (32.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EPMB | Weight in VOO | Difference |
|---|---|---|---|
| KEYSKeysight Technologies Inc. | 3.13% | 0.08% | 3.05% |
| IQVI Q V I A Holdings Inc. | 2.60% | 0.06% | 2.54% |
| AMATApplied Materials, Inc. | 1.99% | 0.63% | 1.36% |
| CMICummins Inc. | 2.25% | 0.14% | 2.11% |
| CBRECbre Services Inc | 2.31% | 0.07% | 2.24% |
| ROSTRoss Stores, Inc. | 2.07% | 0.13% | 1.94% |
| CSXCsx Corp. | 1.83% | 0.15% | 1.68% |
| RJFRaymond James Financial Inc. | 1.90% | 0.05% | 1.85% |
| MASMasco Corp. | 1.89% | 0.02% | 1.87% |
| CNCCentene | 1.84% | 0.05% | 1.79% |
60.9% of EPMB is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, EPMB or VOO?
EPMB has an expense ratio of 0.88% while VOO charges 0.03%. VOO is the cheaper option, by $85 a year on a $10,000 investment.
Which performed better, EPMB or VOO?
Over the past year EPMB returned +21.43% vs +17.07% for VOO, so EPMB leads on 1-year performance. Over the longest common window we track (1 years), EPMB annualized +23.31% vs +25.95% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPMB or VOO?
EPMB has been the more volatile fund at 12.3% annualized versus 11.9% for VOO. Worst drawdown: EPMB -8.9% vs VOO -8.9%.
Should I hold both EPMB and VOO?
EPMB and VOO have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EPMB and VOO?
60.9% of EPMB's money is in holdings VOO also owns. 3.4% of VOO's is in holdings EPMB also owns. They hold 38 positions in common, counted across the 59 positions we hold weights for in EPMB and 494 in VOO.
Which pays a higher dividend, EPMB or VOO?
EPMB yields 1.55% while VOO yields 1.04%, so EPMB currently pays the higher dividend yield.
Is VOO better than EPMB?
VOO has a lower expense ratio. EPMB led over 1Y, VOO over the full window. EPMB is less concentrated, with 25.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.