EPSB vs VOO
Harbor SMID Cap Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EPSB delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPSB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $5M | $979.0B | |
| Dividend Yield | 1.12% | 1.09% | |
| Holdings | 58 | 509 | |
| YTD Return | +20.80% | +13.80% | |
| 1Y Return | +30.85% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 12.8% | 14.1% | |
| Max Drawdown | -8.5% | -34.3% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | Sep 7, 2010 |
EPSB vs VOO Performance
Harbor SMID Cap Core ETF (EPSB) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPSB returned +30.85% while VOO returned +23.71%. Year to date, EPSB is up 20.80% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.8% for EPSB. 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 -8.5% for EPSB 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPSB 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, EPSB currently yields 1.12% against 1.09% for VOO.
Holdings Overlap
EPSB and VOO share 21 holdings out of 540 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPSB or VOO?
EPSB 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, EPSB or VOO?
Over the past year EPSB returned +30.85% vs +23.71% for VOO, so EPSB leads on 1-year performance. Over the longest common window we track (1 years), EPSB annualized +29.88% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, EPSB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.8% for EPSB. Worst drawdown: EPSB -8.5% vs VOO -34.3%.
Should I hold both EPSB and VOO?
EPSB and VOO have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPSB and VOO?
EPSB and VOO share 21 common holdings with a 1.0% weight overlap. Combined, they hold 540 unique securities.
Which pays a higher dividend, EPSB or VOO?
EPSB yields 1.12% while VOO yields 1.09%, so EPSB currently pays the higher dividend yield.
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