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IWSvsEPMBETF Comparison

ETF 1

IWS

iShares Russell Mid-Cap Value ETF

This fund is part of

US Mid Cap Value

+1.58%

Full IWS fund page

VS

ETF 2

EPMB

Harbor Mid Cap Core ETF

This fund is part of

US Mid Cap

+1.8%

Full EPMB fund page

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 11.48% year-to-date (YTD) with -$931M in YTD flows. EPMB performs worse with 10.62% 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.

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IWS vs EPMB 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 04/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWS EPMB	+10.11%+9.85%	+6.92%+3.81%	+11.48%+10.62%	+29.53%+32.29%	+54.99%n/a	+48.93%n/a
Flows	IWS EPMB	-$478M-	-$651M-	-$931M-	-$1.09B+$4M	-$2.93B-	-$3.39B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWS EPMB	+15.63%+16.85%	+13.66%+15.04%	+15.49%n/a	+17.38%n/a
Max drawdown	IWS EPMB	-7.51%-9.00%	-7.51%-9.00%	-20.45%n/a	-21.32%n/a
Max drawdown duration	IWS EPMB	44d49d	44d49d	269dn/a	785dn/a

Trading data

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	IWS	EPMB
Last sale 5/1/2026 at 1:30 PM	$156.50	$25.72
Previous close 04/29/2026	$156.72	$25.30
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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EPMB

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	IWS	EPMB
Last price	$156.50	$25.72
1D performance	-0.14%	+1.66%
AuM	$14.93 B	$4.43 M
E/R	0.23%	0.88%

Characteristics

	IWS	EPMB
Management strategy	Passive	Active
Provider	iShares	Harbor Capital
Benchmark	Russell Midcap Value Index	-
N° of holdings	639	59
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	July 17, 2001	May 1, 2025
ESG	No	No

More IWS data on Trackinsight

More EPMB data on Trackinsight

Exposure

Countries

IWS

USA

93.71%

Other

6.29%

EPMB

USA

94.09%

Other

5.91%

Sectors

IWS

Industrials

15.5%

Financials

13.68%

Information Techn.

11.74%

Energy

8.26%

Real Estate

7.93%

Consumer Discreti.

7.85%

Other

35.04%

EPMB

Industrials

28.23%

Information Techn.

17.96%

Financials

15.1%

Consumer Discreti.

9.06%

Health Care

8.73%

Other

20.93%

Diversification

IWS

Total weight of top 15 holdings out of 15

11.04%

EPMB

Total weight of top 15 holdings out of 15

35.87%

Top 15 holdings

Data as of March 31, 2026

IWS

CORNING

1.08%

WESTERN DIGITAL

0.94%

US80004C2008

0.92%

BANK OF NEW YORK MELLON

0.77%

VALERO ENERGY

0.76%

CUMMINS

0.75%

MARATHON PETROLEUM

0.75%

PHILLIPS 66

0.69%

KINDER MORGAN

0.66%

L3 HARRIS TECHNOLOGIES

0.66%

WARNER BROS. DISCOVERY

0.65%

DIGITAL REALTY REIT

0.63%

BAKER HUGHES

0.62%

CORTEVA INC

0.58%

ONEOK

0.58%

EPMB

WOODWARD

3.56%

KEYSIGHT TECHNOLOGIES

3.21%

ENTEGRIS

2.77%

CUMMINS

2.60%

ALBEMARLE

2.49%

CBRE GROUP

2.46%

ROSS STORES

2.27%

HEXCEL

2.23%

REPUBLIC SVCS

2.22%

REINSURANCE GROUP OF AMER

2.15%

RENAISSANCERE

2.05%

DOVER

2.02%

SNAP ON

1.99%

AKAMAI TECHNOLOGIES

1.93%

IQVIA HOLDINGS INC

1.92%

Frequently asked questions about IWS and EPMB

How have the IWS and EPMB ETFs performed in 2026?

As of April 30, 2026, IWS is up 11.48% year-to-date (YTD), while EPMB has returned 10.62%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: IWS or EPMB?

Year-to-date, the IWS ETF saw -$931M in flows, compared to - for EPMB.

Which ETF is more volatile: IWS or EPMB?

Over the past year, IWS had a volatility of 13.66%, while EPMB experienced 15.04%.

Which ETF is bigger: IWS or EPMB?

As of April 30, 2026, IWS holds $14.93 B in assets under management (AUM), while EPMB manages $4.43 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 CORNING, WESTERN DIGITAL and US80004C2008. EPMB holds in its top three: WOODWARD, KEYSIGHT TECHNOLOGIES and ENTEGRIS.

Which ETF is more diversified: IWS or EPMB?

IWS holds 713 securities with 11.04% of its assets in the top 15. EPMB has 59 securities and a top 15 weight of 35.87%.

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

May 5, 2025

EPMB

IWSvsEPMBETF Comparison

iShares Russell Mid-Cap Value ETF

Harbor Mid Cap Core ETF

IWS vs EPMB 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 IWS and EPMB ETFs performed in 2026?

As of April 30, 2026, IWS is up 11.48% year-to-date (YTD), while EPMB has returned 10.62%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: IWS or EPMB?

Year-to-date, the IWS ETF saw -$931M in flows, compared to - for EPMB.

Which ETF is more volatile: IWS or EPMB?

Over the past year, IWS had a volatility of 13.66%, while EPMB experienced 15.04%.

Which ETF is bigger: IWS or EPMB?

As of April 30, 2026, IWS holds $14.93 B in assets under management (AUM), while EPMB manages $4.43 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 CORNING, WESTERN DIGITAL and US80004C2008. EPMB holds in its top three: WOODWARD, KEYSIGHT TECHNOLOGIES and ENTEGRIS.

Which ETF is more diversified: IWS or EPMB?

IWS holds 713 securities with 11.04% of its assets in the top 15. EPMB has 59 securities and a top 15 weight of 35.87%.

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

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