AVMC vs EPMV
Avantis US Mid Cap Equity ETF vs Harbor Mid Cap Value ETF
Which is better, AVMC or EPMV?
EPMV has been ahead.
AVMC has a lower expense ratio. EPMV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. AVMC is less concentrated, with 6.1% of the fund in its ten largest positions against 26.8%.
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
| Metric | AVMC | EPMV |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.88% |
| AUM | $512M | $4M |
| Dividend Yield | 1.02% | 1.33% |
| Holdings | 1,237 | 61 |
| YTD Return | +8.72% | +10.50%Best |
| 1Y Return | +12.96% | +15.29%Best |
| 3Y Return (annualized) | +18.21% | - |
| Volatility (annualized) | 10.6%Best | 12.7% |
| Max Drawdown | -7.9%Best | -8.8% |
| $10,000 over 1.5 years | $12,769 | $12,836Best |
| Top 10 Weight | 6.1%Best | 26.8% |
| Fund Family | Avantis Investors | Harbor Funds |
| Category | Equity | Equity |
| Style | Mid Cap Value | Mid Cap Value |
| Inception | Nov 7, 2023 | May 1, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: May 2, 2025 to Oct 14, 2026 (1.5 years).
AVMC vs EPMV 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 covers the 1.5 years both funds cover.
AVMC vs EPMV Performance
Avantis US Mid Cap Equity ETF (AVMC) is an ETF from Avantis Investors and Harbor Mid Cap Value ETF (EPMV) is an ETF from Harbor Funds. Over the past year AVMC returned +12.96% while EPMV returned +15.29%. Year to date, AVMC is up 8.72% versus a gain of 10.50% for EPMV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPMV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 10.6% for AVMC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.9% for AVMC and -8.8% for EPMV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVMC charges 0.18% per year while EPMV charges 0.88%. On a $10,000 position that is $18 vs $88 annually, a gap of $70 per year that compounds over a long holding period. On income, AVMC currently yields 1.02% against 1.33% for EPMV.
Holdings Overlap
7.9% of AVMC's money is in holdings EPMV also owns. 60.7% of EPMV's money is in holdings AVMC also owns.
The two portfolios partly overlap.
37 positions in common, counted across the 613 positions we hold weights for in AVMC and 60 in EPMV, against full books of 1,237 and 61.
What only one of them owns
Our book lists 22 positions for EPMV that do not appear in our book for AVMC (33.3% of the fund), and 540 for AVMC that do not appear in EPMV (88.6%).
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
| Stock | Weight in AVMC | Weight in EPMV | Difference |
|---|---|---|---|
| ONOn Semiconductor Corp | 0.41% | 2.82% | 2.41% |
| IQVI Q V I A Holdings Inc. | 0.41% | 2.68% | 2.27% |
| AVTAvnet Inc | 0.08% | 2.74% | 2.66% |
| RJFRaymond James Financial Inc. | 0.35% | 2.25% | 1.90% |
| HUMHumana Inc. | 0.57% | 1.95% | 1.38% |
| DRIDarden Restaurants Inc. | 0.27% | 2.14% | 1.87% |
| RGAReinsurance Group of America, Incorporated | 0.19% | 2.07% | 1.88% |
| SFStifel Finl Corp | 0.13% | 2.08% | 1.95% |
| CBRECbre Services Inc | 0.39% | 1.82% | 1.43% |
| OKEOneok | 0.32% | 1.84% | 1.52% |
60.7% of EPMV is already inside AVMC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AVMC or EPMV?
AVMC has an expense ratio of 0.18% while EPMV charges 0.88%. AVMC is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, AVMC or EPMV?
Over the past year AVMC returned +12.96% vs +15.29% for EPMV, so EPMV leads on 1-year performance. Over the longest common window we track (2 years), AVMC annualized +17.70% vs +18.11% for EPMV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVMC or EPMV?
EPMV has been the more volatile fund at 12.7% annualized versus 10.6% for AVMC. Worst drawdown: AVMC -7.9% vs EPMV -8.8%.
Should I hold both AVMC and EPMV?
AVMC and EPMV have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AVMC and EPMV?
60.7% of EPMV's money is in holdings AVMC also owns. 60.7% of EPMV's is in holdings AVMC also owns. They hold 37 positions in common, counted across the 613 positions we hold weights for in AVMC and 60 in EPMV.
Which pays a higher dividend, AVMC or EPMV?
AVMC yields 1.02% while EPMV yields 1.33%, so EPMV currently pays the higher dividend yield.
Is EPMV better than AVMC?
AVMC has a lower expense ratio. EPMV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. AVMC is less concentrated, with 6.1% of the fund in its ten largest positions against 26.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.