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EPMBvsIWSETF Comparison

ETF 1

EPMB

Harbor Mid Cap Core ETF

This fund is part of

US Mid Cap

+0.7%

Full EPMB fund page

VS

ETF 2

IWS

iShares Russell Mid-Cap Value ETF

This fund is part of

US Mid Cap Value

+0.87%

Full IWS fund page

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 13.59% year-to-date (YTD) with - in YTD flows. IWS performs better with 14.23% YTD performance, and -$906M 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.

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EPMB vs IWS performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/09/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EPMB IWS	-0.23%+1.27%	+7.13%+8.37%	+13.59%+14.23%	+27.45%+25.42%	n/a+58.21%	n/a+48.96%
Flows	EPMB IWS	-+$64M	--$529M	--$906M	--$835M	--$2.56B	--$3.35B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EPMB IWS	+16.20%+14.31%	+14.61%+13.32%	n/a+15.35%	n/a+17.34%
Max drawdown	EPMB IWS	-5.03%-3.95%	-9.00%-7.51%	n/a-20.45%	n/a-21.32%
Max drawdown duration	EPMB IWS	29d29d	49d44d	n/a269d	n/a785d

Trading data

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	EPMB	IWS
Last sale 6/8/2026 at 1:46 PM	$25.69	$160.77
Previous close 06/09/2026	$25.69	$160.53
Consolidated volume 06/09/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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EPMB

is actively managed and doesn’t replicate an index

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	EPMB	IWS
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/8/2026 at 1:46 PM

Live

Closed

	EPMB	IWS
Last price	$25.69	$160.77
1D performance	-0.00%	+0.15%
AuM	$4.55 M	$15.33 B
E/R	0.88%	0.23%

Characteristics

	EPMB	IWS
Management strategy	Active	Passive
Provider	Harbor Capital	iShares
Benchmark	-	Russell Midcap Value Index
N° of holdings	59	636
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2025	July 17, 2001
ESG	No	No

More EPMB data on Trackinsight

More IWS data on Trackinsight

Exposure

Countries

EPMB

USA

94.24%

Other

5.76%

IWS

USA

93.95%

Other

6.05%

Sectors

EPMB

Industrials

28.94%

Information Techn.

19.21%

Financials

14.72%

Consumer Discreti.

8.69%

Health Care

8.23%

Other

20.2%

IWS

Industrials

15.63%

Financials

13.64%

Information Techn.

13.19%

Real Estate

8.04%

Energy

7.82%

Consumer Discreti.

7.67%

Other

34.01%

Diversification

EPMB

Total weight of top 15 holdings out of 15

37.14%

IWS

Total weight of top 15 holdings out of 15

12.25%

Top 15 holdings

Data as of April 30, 2026

EPMB

KEYSIGHT TECHNOLOGIES

3.55%

ENTEGRIS

3.40%

WOODWARD

3.35%

CUMMINS

2.93%

ALBEMARLE

2.54%

CBRE GROUP

2.44%

HEXCEL

2.34%

VERTIV HOLDINGS

2.24%

ROSS STORES

2.18%

MASCO

2.11%

REINSURANCE GROUP OF AMER

2.03%

ARROW ELECTRONICS

2.03%

DOVER

2.01%

EMCOR GROUP

2.00%

APPLIED MATERIAL

1.99%

IWS

US80004C2008

1.49%

WESTERN DIGITAL

1.40%

CORNING

1.22%

CUMMINS

0.88%

BANK OF NEW YORK MELLON

0.81%

VALERO ENERGY

0.73%

MARATHON PETROLEUM

0.71%

CIENA

0.71%

DIGITAL REALTY REIT

0.66%

BAKER HUGHES

0.66%

PHILLIPS 66

0.64%

KINDER MORGAN

0.61%

WARNER BROS. DISCOVERY

0.60%

UNITED RENTALS

0.58%

KEYSIGHT TECHNOLOGIES

0.57%

Frequently asked questions about EPMB and IWS

How have the EPMB and IWS ETFs performed in 2026?

As of June 9, 2026, EPMB is up 13.59% year-to-date (YTD), while IWS has returned 14.23%. That puts IWS 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 -$906M for IWS.

Which ETF is more volatile: EPMB or IWS?

Over the past year, EPMB had a volatility of 14.61%, while IWS experienced 13.32%.

Which ETF is bigger: EPMB or IWS?

As of June 9, 2026, EPMB holds $4.55 M in assets under management (AUM), while IWS manages $15.33 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 KEYSIGHT TECHNOLOGIES, ENTEGRIS and WOODWARD. IWS holds in its top three: US80004C2008, WESTERN DIGITAL and CORNING.

Which ETF is more diversified: EPMB or IWS?

EPMB holds 59 securities with 37.14% of its assets in the top 15. IWS has 713 securities and a top 15 weight of 12.25%.

Harbor Capital Doubles Down on Active ETFs with Four High-Conviction Launches

May 5, 2025

EPMB

EPMBvsIWSETF Comparison

Harbor Mid Cap Core ETF

iShares Russell Mid-Cap Value ETF

EPMB vs IWS performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EPMB and IWS ETFs performed in 2026?

As of June 9, 2026, EPMB is up 13.59% year-to-date (YTD), while IWS has returned 14.23%. That puts IWS 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 -$906M for IWS.

Which ETF is more volatile: EPMB or IWS?

Over the past year, EPMB had a volatility of 14.61%, while IWS experienced 13.32%.

Which ETF is bigger: EPMB or IWS?

As of June 9, 2026, EPMB holds $4.55 M in assets under management (AUM), while IWS manages $15.33 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 KEYSIGHT TECHNOLOGIES, ENTEGRIS and WOODWARD. IWS holds in its top three: US80004C2008, WESTERN DIGITAL and CORNING.

Which ETF is more diversified: EPMB or IWS?

EPMB holds 59 securities with 37.14% of its assets in the top 15. IWS has 713 securities and a top 15 weight of 12.25%.

Harbor Capital Doubles Down on Active ETFs with Four High-Conviction Launches

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