EPMV vs VOO
Harbor Mid Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EPMV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPMV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $5M | $979.0B | |
| Dividend Yield | 1.23% | 1.09% | |
| Holdings | 61 | 509 | |
| YTD Return | +19.06% | +13.44% | |
| 1Y Return | +28.24% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 11.7% | 14.1% | |
| Max Drawdown | -8.8% | -34.3% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | Sep 7, 2010 |
EPMV vs VOO Performance
Harbor Mid Cap Value ETF (EPMV) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPMV returned +28.24% while VOO returned +22.62%. Year to date, EPMV is up 19.06% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.7% 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 -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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPMV 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, EPMV currently yields 1.23% against 1.09% for VOO.
Holdings Overlap
EPMV and VOO share 37 holdings out of 528 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPMV or VOO?
EPMV 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, EPMV or VOO?
Over the past year EPMV returned +28.24% vs +22.62% for VOO, so EPMV leads on 1-year performance. Over the longest common window we track (1 years), EPMV annualized +28.11% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EPMV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.7% for EPMV. Worst drawdown: EPMV -8.8% vs VOO -34.3%.
Should I hold both EPMV and VOO?
EPMV and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPMV and VOO?
EPMV and VOO share 37 common holdings with a 3.2% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, EPMV or VOO?
EPMV yields 1.23% while VOO yields 1.09%, so EPMV currently pays the higher dividend yield.
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