EPMB vs VOO
Harbor Mid Cap Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EPMB delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EPMB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $5M | $997.4B | |
| Dividend Yield | 1.57% | 1.08% | |
| Holdings | 60 | 509 | |
| YTD Return | +13.54% | +12.63% | |
| 1Y Return | +22.25% | +20.89% | |
| 3Y Return (annualized) | - | +21.06% | |
| 5Y Return (annualized) | - | +12.62% | |
| Volatility (annualized) | 12.2% | 14.1% | |
| Max Drawdown | -8.9% | -34.3% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | Sep 7, 2010 |
EPMB vs VOO Performance
Harbor Mid Cap Core ETF (EPMB) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPMB returned +22.25% while VOO returned +20.89%. Year to date, EPMB is up 13.54% versus a gain of 12.63% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.2% for EPMB. 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.57% against 1.08% for VOO.
Holdings Overlap
EPMB and VOO share 39 holdings out of 525 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $85 per year of difference.
Which performed better, EPMB or VOO?
Over the past year EPMB returned +22.25% vs +20.89% for VOO, so EPMB leads on 1-year performance. Over the longest common window we track (1 years), EPMB annualized +24.97% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, EPMB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.2% for EPMB. Worst drawdown: EPMB -8.9% vs VOO -34.3%.
Should I hold both EPMB and VOO?
EPMB and VOO have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPMB and VOO?
EPMB and VOO share 39 common holdings with a 3.7% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, EPMB or VOO?
EPMB yields 1.57% while VOO yields 1.08%, so EPMB currently pays the higher dividend yield.
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