EPMBvsIWRETF Comparison
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Harbor Mid Cap Core ETF (EPMB) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. EPMB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.18% for IWR. EPMB is up 15.03% year-to-date (YTD) with - in YTD flows. IWR performs better with 15.57% YTD performance, and +$4.27B in YTD flows. Run a side-by-side ETF comparison of EPMB and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPMB IWR | +1.19%+2.72% | -0.49%+0.62% | +15.03%+15.57% | +20.25%+14.44% | n/a+76.97% | n/a+44.43% |
| Flows | EPMB IWR | -+$1.05B | -+$1.43B | -+$4.27B | -+$5.62B | -+$11.77B | -+$13.61B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMB IWR | +11.58%+11.37% | +14.04%+13.47% | n/a+15.73% | n/a+18.23% |
| Max drawdown | EPMB IWR | -5.79%-6.83% | -9.00%-8.16% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | EPMB IWR | 72d72d | 49d49d | n/a239d | n/a854d |
Trading data
EPMB | IWR | |
Last sale 10/27/2026 at 2:22 PM | $26.22 | $109.93 |
| Previous close 10/27/2026 | $26.19 | $110.33 |
| Consolidated volume 10/27/2026 | ||
| 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 | IWR | |
|---|---|---|
| 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 | IWR | |
|---|---|---|
| Last price | $26.22 | $109.93 |
| 1D performance | +0.13% | -0.36% |
| AuM | $4.61 M | $57.76 B |
| E/R | 0.88% | 0.18% |
Characteristics
EPMB | IWR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | iShares |
| Benchmark | - | Russell Midcap Index |
| N° of holdings | 59 | 808 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
EPMB
USA
92.56%
Other
7.44%
IWR
USA
96.24%
Other
3.76%
Sectors
EPMB
Finance
22.48%
Technology
18.92%
Industrials
18.26%
Healthcare
12.17%
Other
28.16%
IWR
Finance
21.61%
Technology
16.34%
Industrials
13.72%
Healthcare
11.84%
Other
36.48%
Diversification
EPMB
Total weight of top 15 holdings out of 15
36.05%
IWR
Total weight of top 15 holdings out of 15
8.43%
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%
IWR
Snowflake, Inc.
0.80%
Marathon Petroleum Corp.
0.79%
Phillips 66
0.71%
Cloudflare, Inc.
0.69%
Robinhood Markets, Inc.
0.58%
Datadog, Inc.
0.56%
Hewlett Packard Enterprise Co.
0.50%
Warner Bros. Discovery, Inc.
0.49%
Simon Property Group, Inc.
0.49%
Royal Caribbean Group
0.49%
Digital Realty Trust, Inc.
0.48%
The Allstate Corp.
0.47%
Lumentum Holdings, Inc.
0.47%
United Rentals, Inc.
0.47%
Baker Hughes Co.
0.45%
Frequently asked questions about EPMB and IWR
How have the EPMB and IWR ETFs performed in 2026?
As of October 27, 2026, EPMB is up 15.03% year-to-date (YTD), while IWR has returned 15.57%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: EPMB or IWR?
Year-to-date, the EPMB ETF saw - in flows, compared to +$4.27B for IWR.
Which ETF is more volatile: EPMB or IWR?
Over the past year, EPMB had a volatility of 14.04%, while IWR experienced 13.47%.
Which ETF is bigger: EPMB or IWR?
As of October 27, 2026, EPMB holds $4.61 M in assets under management (AUM), while IWR manages $57.76 B.
What sectors do the EPMB and IWR ETFs invest in?
EPMB leans toward sectors like Finance, Technology and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the EPMB ETF and IWR ETF?
EPMB top holdings include Keysight Technologies, Inc., Twilio, Inc. and Entegris, Inc.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Phillips 66.
Which ETF is more diversified: EPMB or IWR?
EPMB holds 59 securities with 36.05% of its assets in the top 15. IWR has 818 securities and a top 15 weight of 8.43%.
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