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EPMBvsIWSETF Comparison
Harbor Mid Cap Core ETF (EPMB) belongs to the US Mid Cap segment. iShares Russell Mid-Cap Value ETF (IWS) is part of the US Mid Cap Value segment. EPMB's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IWS's top sector exposures are Industrials, Financials and Information Technology. EPMB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.23% for IWS. EPMB is up 5.24% year-to-date (YTD) with - in YTD flows. IWS performs worse with 4.55% YTD performance, and -$207M in YTD flows. Run a side-by-side ETF comparison of EPMB and IWS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EPMB vs IWS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPMB IWS | -3.87%-3.40% | +5.99%+2.59% | +5.24%+4.55% | n/a+20.39% | n/a+51.51% | n/a+46.20% |
| Flows | EPMB IWS | -+$71M | --$93M | --$207M | --$417M | --$2.16B | --$2.25B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMB IWS | +14.68%+13.23% | n/a+18.25% | n/a+15.57% | n/a+17.33% |
| Max drawdown | EPMB IWS | -4.90%-4.49% | n/a-13.73% | n/a-20.45% | n/a-21.32% |
| Max drawdown duration | EPMB IWS | 12d9d | n/a46d | n/a269d | n/a785d |
EPMB | IWS | |
Last sale 3/12/2026 at 1:30 PM | $23.53 | $145.01 |
| Previous close 03/11/2026 | $24.00 | $147.45 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPMB | IWS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPMB | IWS | |
|---|---|---|
| Last price | $23.53 | $145.01 |
| 1D performance | -1.93% | -1.65% |
| AuM | $4.21 M | $14.78 B |
| E/R | 0.88% | 0.23% |
EPMB | IWS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | iShares |
| Benchmark | - | Russell Midcap Value Index |
| N° of holdings | 59 | 641 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | July 17, 2001 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EPMB and IWS ETFs performed in 2026?
As of March 10, 2026, EPMB is up 5.24% year-to-date (YTD), while IWS has returned 4.55%. That puts EPMB better performer ahead so far this year.
Which ETF is attracting more investor money: EPMB or IWS?
Year-to-date, the EPMB ETF saw - in flows, compared to -$207M for IWS.
Which ETF is bigger: EPMB or IWS?
As of March 10, 2026, EPMB holds $4.21 M in assets under management (AUM), while IWS manages $14.78 B.
What sectors do the EPMB and IWS ETFs invest in?
EPMB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IWS focuses on Industrials, Financials and Information Technology.
What are the top holdings of the EPMB ETF and IWS ETF?
EPMB top holdings include WOODWARD, CBRE GROUP and ENTEGRIS. IWS holds in its top three: WESTERN DIGITAL, CORNING and CUMMINS.
Which ETF is more diversified: EPMB or IWS?
EPMB holds 59 securities with 35.51% of its assets in the top 15. IWS has 714 securities and a top 15 weight of 9.98%.
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