EPMV vs VYM
Harbor Mid Cap Value ETF vs Vanguard High Dividend Yield ETF
Which is better, EPMV or VYM?
Mid Cap Value against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. EPMV is less concentrated, with 25.7% of the fund in its ten largest positions against 25.9%.
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 | EPMV | VYM |
|---|---|---|
| Expense Ratio | 0.88% | 0.04%Best |
| AUM | $5M | $81.6B |
| Dividend Yield | 1.25% | 2.24% |
| Holdings | 61 | 613 |
| YTD Return | +14.93%Best | +14.33% |
| 1Y Return | +17.47% | +20.01%Best |
| 3Y Return (annualized) | - | +18.43% |
| 5Y Return (annualized) | - | +12.16% |
| Volatility (annualized) | 11.8% | 8.6%Best |
| Max Drawdown | -8.8% | -6.7%Best |
| $10,000 over 1.4 years | $13,373 | $13,539Best |
| Top 10 Weight | 25.7%Best | 25.9% |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Value |
| Inception | May 1, 2025 | Nov 10, 2006 |
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 8, 2026 (1.4 years).
EPMV vs VYM 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.
EPMV vs VYM Performance
Harbor Mid Cap Value ETF (EPMV) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EPMV returned +17.47% while VYM returned +20.01%. Year to date, EPMV is up 14.93% versus a gain of 14.33% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPMV has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 8.6% for VYM. 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EPMV charges 0.88% per year while VYM charges 0.04%. On a $10,000 position that is $88 vs $4 annually, a gap of $84 per year that compounds over a long holding period. On income, EPMV currently yields 1.25% against 2.24% for VYM.
Holdings Overlap
51.5% of EPMV's money is in holdings VYM also owns. 2.9% of VYM's money is in holdings EPMV also owns.
The two portfolios partly overlap.
33 positions in common, counted across the 60 positions we hold weights for in EPMV and 602 in VYM, against full books of 61 and 613.
What only one of them owns
Our book lists 535 positions for VYM that do not appear in our book for EPMV (94.4% of the fund), and 24 for EPMV that do not appear in VYM (39.7%).
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 EPMV | Weight in VYM | Difference |
|---|---|---|---|
| CMICummins Inc. | 3.19% | 0.41% | 2.78% |
| RJFRaymond James Financial Inc. | 2.41% | 0.11% | 2.30% |
| SFStifel Financial Corporation | 2.38% | 0.04% | 2.34% |
| DRIDarden Restaurants Inc. | 2.25% | 0.10% | 2.15% |
| AVTAvnet Inc | 2.30% | 0.03% | 2.27% |
| BPOPPopular Inc | 2.13% | 0.04% | 2.09% |
| PGRProgressive Corp. | 1.62% | 0.53% | 1.09% |
| HIIHuntington Ingalls Industries Inc. | 2.04% | 0.05% | 1.99% |
| OKEOneok Inc. | 1.81% | 0.23% | 1.58% |
| RGAReinsurance Group Of America Inc | 1.95% | 0.06% | 1.89% |
51.5% of EPMV is already inside VYM.
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, EPMV or VYM?
EPMV has an expense ratio of 0.88% while VYM charges 0.04%. VYM is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, EPMV or VYM?
Over the past year EPMV returned +17.47% vs +20.01% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), EPMV annualized +23.07% vs +24.16% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPMV or VYM?
EPMV has been the more volatile fund at 11.8% annualized versus 8.6% for VYM. Worst drawdown: EPMV -8.8% vs VYM -6.7%.
Should I hold both EPMV and VYM?
EPMV and VYM have a monthly-return correlation of 0.79, 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 EPMV and VYM?
51.5% of EPMV's money is in holdings VYM also owns. 2.9% of VYM's is in holdings EPMV also owns. They hold 33 positions in common, counted across the 60 positions we hold weights for in EPMV and 602 in VYM.
Which pays a higher dividend, EPMV or VYM?
EPMV yields 1.25% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than EPMV?
VYM has a lower expense ratio. VYM led over 1Y and the full window. EPMV is less concentrated, with 25.7% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.