EPMV vs VYM
Harbor Mid Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EPMV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EPMV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.04% | |
| AUM | $5M | $79.0B | |
| Dividend Yield | 1.23% | 2.86% | |
| Holdings | 61 | 568 | |
| YTD Return | +18.82% | +16.10% | |
| 1Y Return | +27.99% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 11.7% | 14.6% | |
| Max Drawdown | -8.8% | -58.8% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | Nov 10, 2006 |
EPMV vs VYM Performance
Harbor Mid Cap Value ETF (EPMV) is a ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EPMV returned +27.99% while VYM returned +25.99%. Year to date, EPMV is up 18.82% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.79. 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 1.23% against 2.86% for VYM.
Holdings Overlap
EPMV and VYM share 26 holdings out of 592 unique holdings combined, representing a 2.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $84 per year of difference.
Which performed better, EPMV or VYM?
Over the past year EPMV returned +27.99% vs +25.99% for VYM, so EPMV leads on 1-year performance. Over the longest common window we track (1 years), EPMV annualized +27.98% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, EPMV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.7% for EPMV. Worst drawdown: EPMV -8.8% vs VYM -58.8%.
Should I hold both EPMV and VYM?
EPMV and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPMV and VYM?
EPMV and VYM share 26 common holdings with a 2.6% weight overlap. Combined, they hold 592 unique securities.
Which pays a higher dividend, EPMV or VYM?
EPMV yields 1.23% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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