EPSB vs VXUS

EPSB vs VXUS

Which is better, EPSB or VXUS?

Mid Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricEPSBVXUS
Expense Ratio0.88%0.05%Best
AUM$5M$158.1B
Dividend Yield1.15%2.51%
Holdings598,747
YTD Return+14.68%Best+12.82%
1Y Return+17.84%+19.86%Best
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)13.2%12.9%Best
Max Drawdown-8.5%Best-11.3%
$10,000 over 1.4 years$13,268$13,751Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMay 1, 2025Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 18, 2026 (1.4 years).

EPSB vs VXUS 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.

EPSB vs VXUS Performance

Harbor SMID Cap Core ETF (EPSB) is an ETF from Harbor Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EPSB returned +17.84% while VXUS returned +19.86%. Year to date, EPSB is up 14.68% versus a gain of 12.82% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EPSB has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 12.9% for VXUS. 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 -11.3% for VXUS. 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

EPSB charges 0.88% per year while VXUS charges 0.05%. On a $10,000 position that is $88 vs $5 annually, a gap of $83 per year that compounds over a long holding period. On income, EPSB currently yields 1.15% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 58 holdings in EPSB and 8,082 in VXUS, totalling 98.8% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 58 positions we hold weights for in EPSB and 8,082 in VXUS, against full books of 59 and 8,747.

You are not choosing between two funds in isolation.

Whichever of EPSB and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EPSBVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EPSB or VXUS?

EPSB has an expense ratio of 0.88% while VXUS charges 0.05%. VXUS is the cheaper option, by $83 a year on a $10,000 investment.

Which performed better, EPSB or VXUS?

Over the past year EPSB returned +17.84% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), EPSB annualized +22.38% vs +25.55% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EPSB or VXUS?

EPSB has been the more volatile fund at 13.2% annualized versus 12.9% for VXUS. Worst drawdown: EPSB -8.5% vs VXUS -11.3%.

Should I hold both EPSB and VXUS?

EPSB and VXUS 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.

Which pays a higher dividend, EPSB or VXUS?

EPSB yields 1.15% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than EPSB?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.