AEMC vs EPMB

AEMC vs EPMB

Which is better, AEMC or EPMB?

AEMC costs less.

AEMC has a lower expense ratio. AEMC is less concentrated, with 27.0% of the fund in its ten largest positions against 27.7%.

Lower Fees: AEMCLess Concentrated: AEMC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAEMCEPMB
Expense Ratio0.35%Best0.88%
AUM$2M$5M
Dividend Yield0.00%1.58%
Holdings198119
YTD Return-1.35%+12.01%Best
1Y Return-+21.07%
Top 10 Weight27.0%Best27.7%
Fund FamilyHarbor FundsHarbor Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionAug 26, 2026May 1, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

AEMC vs EPMB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AEMC against instead:AEMC vs SPYAEMC vs QQQAEMC vs VOOAEMC vs VTIEPMB against:EPMB vs VXUS

AEMC vs EPMB Performance

Harbor AlphaEdge Mid Cap Core ETF (AEMC) is an ETF from Harbor Funds and Harbor Mid Cap Core ETF (EPMB) is an ETF from Harbor Funds. Year to date, AEMC is down 1.35% versus a gain of 12.01% for EPMB.

Past performance does not guarantee future results.

Fees and Cost Over Time

AEMC charges 0.35% per year while EPMB charges 0.88%. On a $10,000 position that is $35 vs $88 annually, a gap of $53 per year that compounds over a long holding period. On income, AEMC currently yields 0.00% against 1.58% for EPMB.

Holdings Overlap

AEMC already in EPMB3.8%
EPMB already in AEMC9.9%

3.8% of AEMC's money is in holdings EPMB also owns. 9.9% of EPMB's money is in holdings AEMC also owns.

EPMB and AEMC share little of their money.

5 positions in common, counted across the 111 positions we hold weights for in AEMC and 59 in EPMB, against full books of 198 and 119.

What only one of them owns

Our book lists 52 positions for EPMB that do not appear in our book for AEMC (83.3% of the fund), and 103 for AEMC that do not appear in EPMB (94.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AEMCWeight in EPMBDifference
SNASnap-On Inc.2.52%1.74%0.78%
IQVI Q V I A Holdings Inc.0.26%2.50%2.24%
HXLHexcel Corp0.48%2.06%1.58%
MASMasco Corp.0.28%1.83%1.55%
CNCCentene0.26%1.73%1.47%

You are not choosing between two funds in isolation.

Whichever of AEMC and EPMB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AEMCEPMB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AEMC or EPMB?

AEMC has an expense ratio of 0.35% while EPMB charges 0.88%. AEMC is the cheaper option, by $53 a year on a $10,000 investment.

What is the holdings overlap between AEMC and EPMB?

9.9% of EPMB's money is in holdings AEMC also owns. 9.9% of EPMB's is in holdings AEMC also owns. They hold 5 positions in common, counted across the 111 positions we hold weights for in AEMC and 59 in EPMB.

Which pays a higher dividend, AEMC or EPMB?

AEMC yields 0.00% while EPMB yields 1.58%, so EPMB currently pays the higher dividend yield.

Is EPMB better than AEMC?

AEMC has a lower expense ratio. AEMC is less concentrated, with 27.0% of the fund in its ten largest positions against 27.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.