Compare · 2 funds side by side · dividends reinvested

EPMB and IWR

EPMBHarbor×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

EPMB and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.3

Harbor Mid Cap Core ETF (EPMB)US Stock Styles · Mid cap0.88%1.55%+15.5%+20.8%[…][…]−8.9%14.0%$5M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPMB 2025 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Mid Cap Core ETF (EPMB) · $5M[…]

EPMB

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

EPMBMeasureIWR

+15.5%Year to dateJan 1 → Nov 3+15.6%

+20.8%1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

0.88%Expense ratio$88 · $18 a year on $10k · lower is better0.18%

1.55%Trailing 12-mo yield$155 · $115 a year on $10k1.15%

−8.9%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer13.4%

EPMBIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IWR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPMB vs IWR: Top 5 Holdings

Today

EPMB

13.8%in top 5

IWR

in top 53.8%

EPMBStockIWR

3.1%ENTGnot top 5

2.9%KEYSnot top 5

2.8%WWDnot top 5

2.5%IQVnot top 5

2.4%RGAnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common7.5%

End-of-day Nov 3, 2026 · share of each fund

EPMB vs IWR Returns, Every Period

HarborEPMB

+20.8%

past year

IWRiShares

+16.7%

past year

EPMBIWRFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPMB vs IWR

YTD

HarborEPMB

+15.5%

IWRiShares

+15.6%

+15.5%Year to date+15.6%

−8.9%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y13.4%

1.5%Yield1.2%

$4.6MAssets$58.2B

3–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPMB, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

EPMB0.88%$88

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPMB, IWR

1.55%highest, EPMB

FundTrailing yieldYield$10k

EPMB1.55%$155

IWR1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

EPMB$155 − $88 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPMB, IWR

Today

7.5%most shared, EPMB and IWR

EPMBIWR

EPMB—7.5%

IWR7.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.8%EPMB, at 14.0% volatility

IWRWorst drop−8.2%13.4% vol

EPMBWorst drop−8.9%14.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPMBIWR

+15.5%Year to date+15.6%

1.5%Yield1.2%

+20.8%Past year+16.7%

0.88%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026