EPMB vs VXUS

Quick Verdict

VXUS has a lower expense ratio. EPMB delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: EPMBMore Diversified: VXUS

Side-by-Side Comparison

MetricEPMBVXUSWinner
Expense Ratio0.88%0.05%
AUM$5M$156.5B
Dividend Yield1.53%2.60%
Holdings608,747
YTD Return+16.36%+14.57%
1Y Return+29.84%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)12.5%15.1%
Max Drawdown-8.9%-39.9%
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
InceptionMay 1, 2025Jan 26, 2011

EPMB vs VXUS Performance

Harbor Mid Cap Core ETF (EPMB) is a ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year EPMB returned +29.84% while VXUS returned +27.82%. Year to date, EPMB is up 16.36% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% 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 -39.9% for VXUS. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EPMB charges 0.88% per year while VXUS charges 0.05%. On a $10,000 position that is $88 vs $5 annually, a gap of $83 per year that compounds over a long holding period. On income, EPMB currently yields 1.53% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

EPMB and VXUS share 0 holdings out of 7920 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EPMB or VXUS?

EPMB has an expense ratio of 0.88% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $83 per year of difference.

Which performed better, EPMB or VXUS?

Over the past year EPMB returned +29.84% vs +27.82% for VXUS, so EPMB leads on 1-year performance. Over the longest common window we track (1 years), EPMB annualized +29.02% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, EPMB or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.5% for EPMB. Worst drawdown: EPMB -8.9% vs VXUS -39.9%.

Should I hold both EPMB and VXUS?

EPMB and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EPMB and VXUS?

EPMB and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7920 unique securities.

Which pays a higher dividend, EPMB or VXUS?

EPMB yields 1.53% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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