EPMBvsIQSMETF Comparison
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Harbor Mid Cap Core ETF (EPMB) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. EPMB's top 3 sector exposures are Finance, Technology and Industrials. In contrast, IQSM's top sector exposures are Finance, Technology and Healthcare. EPMB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.16% for IQSM. EPMB is up 14.47% year-to-date (YTD) with - in YTD flows. IQSM performs worse with 13.13% YTD performance, and +$186M in YTD flows. Run a side-by-side ETF comparison of EPMB and IQSM 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 IQSM 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 IQSM | +0.69%+0.79% | -0.98%-0.56% | +14.47%+13.13% | +19.65%+13.97% | n/a+61.60% | n/an/a |
| Flows | EPMB IQSM | -+$64M | -+$99M | -+$186M | -+$179M | -+$168M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMB IQSM | +11.63%+12.82% | +14.07%+14.67% | n/a+17.14% | n/an/a |
| Max drawdown | EPMB IQSM | -5.79%-6.21% | -9.00%-8.92% | n/a-23.67% | n/an/a |
| Max drawdown duration | EPMB IQSM | 71d71d | 49d49d | n/a379d | n/an/a |
Trading data
EPMB | IQSM | |
Last sale 10/27/2026 at 2:22 PM | $26.22 | $38.89 |
| Previous close 10/26/2026 | $26.19 | $38.73 |
| 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 | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 2:22 PM
Live
Closed
EPMB | IQSM | |
|---|---|---|
| Last price | $26.22 | $38.89 |
| 1D performance | +0.13% | +0.43% |
| AuM | $4.58 M | $425.85 M |
| E/R | 0.88% | 0.16% |
Characteristics
EPMB | IQSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | New York Life Investments |
| Benchmark | - | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 59 | 244 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | October 25, 2022 |
| ESG | No | Yes |
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Exposure
Countries
EPMB
USA
92.56%
Other
7.44%
IQSM
USA
93.78%
Other
6.22%
Sectors
EPMB
Finance
22.48%
Technology
18.92%
Industrials
18.26%
Healthcare
12.17%
Other
28.16%
IQSM
Finance
22.38%
Technology
18.71%
Healthcare
16.23%
Industrials
15.33%
Non-Energy Materi.
8.44%
Other
18.91%
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Diversification
EPMB
Total weight of top 15 holdings out of 15
36.05%
IQSM
Total weight of top 15 holdings out of 15
13.81%
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%
IQSM
Moderna, Inc.
1.78%
Revolution Medicines, Inc.
1.41%
Twilio, Inc.
1.18%
Okta, Inc.
1.07%
US Foods Holding Corp.
0.93%
nVent Electric Plc
0.89%
F5, Inc.
0.87%
Guardant Health, Inc.
0.79%
Coeur Mining, Inc.
0.76%
Roku, Inc.
0.75%
Viatris, Inc.
0.72%
TD SYNNEX Corp.
0.68%
C.H. Robinson Worldwide, Inc.
0.67%
Jones Lang LaSalle, Inc.
0.66%
Ball Corp.
0.65%
Frequently asked questions about EPMB and IQSM
How have the EPMB and IQSM ETFs performed in 2026?
As of October 26, 2026, EPMB is up 14.47% year-to-date (YTD), while IQSM has returned 13.13%. That puts EPMB better performer ahead so far this year.
Which ETF is attracting more investor money: EPMB or IQSM?
Year-to-date, the EPMB ETF saw - in flows, compared to +$186M for IQSM.
Which ETF is more volatile: EPMB or IQSM?
Over the past year, EPMB had a volatility of 14.07%, while IQSM experienced 14.67%.
Which ETF is bigger: EPMB or IQSM?
As of October 26, 2026, EPMB holds $4.58 M in assets under management (AUM), while IQSM manages $425.85 M.
What sectors do the EPMB and IQSM ETFs invest in?
EPMB leans toward sectors like Finance, Technology and Industrials. Meanwhile, IQSM focuses on Finance, Technology and Healthcare.
What are the top holdings of the EPMB ETF and IQSM ETF?
EPMB top holdings include Keysight Technologies, Inc., Twilio, Inc. and Entegris, Inc.. IQSM holds in its top three: Moderna, Inc., Revolution Medicines, Inc. and Twilio, Inc..
Which ETF is more diversified: EPMB or IQSM?
EPMB holds 59 securities with 36.05% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 13.81%.
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