EPMV vs IVV
Harbor Mid Cap Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EPMV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $5M | $907.0B | |
| Dividend Yield | 1.25% | 1.10% | |
| Holdings | 61 | 508 | |
| YTD Return | +17.60% | +12.71% | |
| 1Y Return | +20.46% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 11.8% | 15.1% | |
| Max Drawdown | -8.8% | -56.5% | |
| Fund Family | Harbor Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | May 15, 2000 |
EPMV vs IVV Performance
Harbor Mid Cap Value ETF (EPMV) is a ETF from Harbor Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EPMV returned +20.46% while IVV returned +21.89%. Year to date, EPMV is up 17.60% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.8% for EPMV. 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 -8.8% for EPMV and -56.5% for IVV. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPMV charges 0.88% per year while IVV 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, EPMV currently yields 1.25% against 1.10% for IVV.
Holdings Overlap
EPMV and IVV share 35 holdings out of 530 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPMV or IVV?
EPMV has an expense ratio of 0.88% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, EPMV or IVV?
Over the past year EPMV returned +20.46% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), EPMV annualized +26.25% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, EPMV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.8% for EPMV. Worst drawdown: EPMV -8.8% vs IVV -56.5%.
Should I hold both EPMV and IVV?
EPMV and IVV have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPMV and IVV?
EPMV and IVV share 35 common holdings with a 2.9% weight overlap. Combined, they hold 530 unique securities.
Which pays a higher dividend, EPMV or IVV?
EPMV yields 1.25% while IVV yields 1.10%, so EPMV currently pays the higher dividend yield.
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