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IWSvsEPMBETF Comparison
iShares Russell Mid-Cap Value ETF (IWS) belongs to the US Mid Cap Value segment. Harbor Mid Cap Core ETF (EPMB) is part of the US Mid Cap segment. IWS's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, EPMB's top sector exposures are Industrials, Information Technology and Financials. IWS is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.88% for EPMB. IWS is up 2.84% year-to-date (YTD) with -$200M in YTD flows. EPMB performs better with 4.94% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of IWS and EPMB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IWS vs EPMB performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWS EPMB | -3.71%-4.46% | +1.80%+5.01% | +2.84%+4.94% | +18.90%n/a | +49.02%n/a | +42.41%n/a |
| Flows | IWS EPMB | +$93M- | -$108M- | -$200M- | -$453M- | -$2.15B- | -$2.34B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWS EPMB | +13.55%+14.66% | +18.33%n/a | +15.59%n/a | +17.34%n/a |
| Max drawdown | IWS EPMB | -6.06%-5.17% | -13.73%n/a | -20.45%n/a | -21.32%n/a |
| Max drawdown duration | IWS EPMB | 10d13d | 46dn/a | 269dn/a | 785dn/a |
IWS | EPMB | |
Last sale 3/13/2026 at 1:30 PM | $144.85 | $23.41 |
| Previous close 03/12/2026 | $145.01 | $23.53 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWS | EPMB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWS | EPMB | |
|---|---|---|
| Last price | $144.85 | $23.41 |
| 1D performance | -0.11% | -0.50% |
| AuM | $14.54 B | $4.20 M |
| E/R | 0.23% | 0.88% |
IWS | EPMB | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Harbor Capital |
| Benchmark | Russell Midcap Value Index | - |
| N° of holdings | 641 | 59 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | May 1, 2025 |
| 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 IWS and EPMB ETFs performed in 2026?
As of March 12, 2026, IWS is up 2.84% year-to-date (YTD), while EPMB has returned 4.94%. That puts EPMB better performer ahead so far this year.
Which ETF is attracting more investor money: IWS or EPMB?
Year-to-date, the IWS ETF saw -$200M in flows, compared to - for EPMB.
Which ETF is bigger: IWS or EPMB?
As of March 12, 2026, IWS holds $14.54 B in assets under management (AUM), while EPMB manages $4.20 M.
What sectors do the IWS and EPMB ETFs invest in?
IWS leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, EPMB focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IWS ETF and EPMB ETF?
IWS top holdings include WESTERN DIGITAL, CORNING and CUMMINS. EPMB holds in its top three: WOODWARD, CBRE GROUP and ENTEGRIS.
Which ETF is more diversified: IWS or EPMB?
IWS holds 714 securities with 9.98% of its assets in the top 15. EPMB has 59 securities and a top 15 weight of 35.51%.
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