EPMBvsCVMCETF Comparison
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Harbor Mid Cap Core ETF (EPMB) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. EPMB's top 3 sector exposures are Finance, Technology and Industrials. In contrast, CVMC's top sector exposures are Finance, Industrials and Technology. EPMB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.15% for CVMC. EPMB is up 14.47% year-to-date (YTD) with - in YTD flows. CVMC performs better with 18.38% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of EPMB and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EPMB vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPMB CVMC | +0.69%+2.19% | -0.98%-0.83% | +14.47%+18.38% | +19.65%+18.22% | n/a+74.88% | n/an/a |
| Flows | EPMB CVMC | -+$4M | -+$15M | -+$16M | -+$25M | -+$61M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMB CVMC | +11.63%+11.59% | +14.07%+14.21% | n/a+15.90% | n/an/a |
| Max drawdown | EPMB CVMC | -5.79%-7.20% | -9.00%-9.34% | n/a-21.43% | n/an/a |
| Max drawdown duration | EPMB CVMC | 71d74d | 49d49d | n/a269d | n/an/a |
Trading data
EPMB | CVMC | |
Last sale 10/27/2026 at 2:22 PM | $26.22 | $75.23 |
| Previous close 10/26/2026 | $26.19 | $75.02 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EPMB
is actively managed and doesn’t replicate an indexEPMB | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/27/2026 at 2:22 PM
Live
Closed
EPMB | CVMC | |
|---|---|---|
| Last price | $26.22 | $75.23 |
| 1D performance | +0.13% | +0.27% |
| AuM | $4.58 M | $116.58 M |
| E/R | 0.88% | 0.15% |
Characteristics
EPMB | CVMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | Morgan Stanley |
| Benchmark | - | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 59 | 590 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
EPMB
USA
92.56%
Other
7.44%
CVMC
USA
96.89%
Other
3.11%
Sectors
EPMB
Finance
22.48%
Technology
18.92%
Industrials
18.26%
Healthcare
12.17%
Other
28.16%
CVMC
Finance
25.18%
Industrials
15.83%
Technology
15.31%
Healthcare
13.94%
Other
29.74%
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Diversification
EPMB
Total weight of top 15 holdings out of 15
36.05%
CVMC
Total weight of top 15 holdings out of 15
8.06%
Top 15 holdings
Data as of August 31, 2026
EPMB
Keysight Technologies, Inc.
3.37%
Twilio, Inc.
3.35%
Entegris, Inc.
2.94%
Woodward, Inc.
2.80%
IQVIA Holdings, Inc.
2.63%
CBRE Group, Inc.
2.26%
Arrow Electronics, Inc.
2.25%
Reinsurance Group of America, Inc.
2.24%
Cummins, Inc.
2.23%
Applied Materials, Inc.
2.15%
Ross Stores, Inc.
2.10%
Hexcel Corp.
2.08%
RenaissanceRe Holdings Ltd.
1.95%
Republic Services, Inc.
1.88%
Masco Corp.
1.82%
CVMC
Morgan Stanley Instl. Liquidity Funds - Government Portfolio
0.78%
Target Corp.
0.62%
Hewlett Packard Enterprise Co.
0.60%
Arthur J. Gallagher & Co.
0.58%
PACCAR, Inc.
0.56%
Equity Residential
0.51%
Moderna, Inc.
0.51%
Dominion Energy, Inc.
0.50%
Realty Income Corp.
0.50%
Nucor Corp.
0.49%
W.W. Grainger, Inc.
0.49%
Autodesk, Inc.
0.49%
Fastenal Co.
0.48%
Becton, Dickinson & Co.
0.48%
Keysight Technologies, Inc.
0.47%
Frequently asked questions about EPMB and CVMC
How have the EPMB and CVMC ETFs performed in 2026?
As of October 26, 2026, EPMB is up 14.47% year-to-date (YTD), while CVMC has returned 18.38%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: EPMB or CVMC?
Year-to-date, the EPMB ETF saw - in flows, compared to +$16M for CVMC.
Which ETF is more volatile: EPMB or CVMC?
Over the past year, EPMB had a volatility of 14.07%, while CVMC experienced 14.21%.
Which ETF is bigger: EPMB or CVMC?
As of October 26, 2026, EPMB holds $4.58 M in assets under management (AUM), while CVMC manages $116.58 M.
What sectors do the EPMB and CVMC ETFs invest in?
EPMB leans toward sectors like Finance, Technology and Industrials. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the EPMB ETF and CVMC ETF?
EPMB top holdings include Keysight Technologies, Inc., Twilio, Inc. and Entegris, Inc.. CVMC holds in its top three: Morgan Stanley Instl. Liquidity Funds - Government Portfolio, Target Corp. and Hewlett Packard Enterprise Co..
Which ETF is more diversified: EPMB or CVMC?
EPMB holds 59 securities with 36.05% of its assets in the top 15. CVMC has 590 securities and a top 15 weight of 8.06%.
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