EPMB vs FLQM
Harbor Mid Cap Core ETF vs Franklin US Mid Cap Multifactor Index ETF
Which is better, EPMB or FLQM?
EPMB has been ahead.
FLQM has a lower expense ratio. EPMB led over 1Y and the full window. FLQM is less concentrated, with 11.5% of the fund in its ten largest positions against 27.7%.
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 | EPMB | FLQM |
|---|---|---|
| Expense Ratio | 0.88% | 0.30%Best |
| AUM | $5M | $1.4B |
| Dividend Yield | 1.58% | 1.71% |
| Holdings | 119 | 210 |
| YTD Return | +12.01%Best | +4.87% |
| 1Y Return | +21.07%Best | +5.37% |
| 3Y Return (annualized) | - | +12.15% |
| 5Y Return (annualized) | - | +6.76% |
| Volatility (annualized) | 12.2% | 10.5%Best |
| Max Drawdown | -8.9% | -7.8%Best |
| $10,000 over 1.5 years | $13,414Best | $11,443 |
| Top 10 Weight | 27.7% | 11.5%Best |
| Fund Family | Harbor Funds | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | May 1, 2025 | Apr 26, 2017 |
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).
EPMB vs FLQM 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.
EPMB vs FLQM Performance
Harbor Mid Cap Core ETF (EPMB) is an ETF from Harbor Funds and Franklin US Mid Cap Multifactor Index ETF (FLQM) is an ETF from Franklin Templeton Investments (US). Over the past year EPMB returned +21.07% while FLQM returned +5.37%. Year to date, EPMB is up 12.01% versus a gain of 4.87% for FLQM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPMB has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 10.5% for FLQM. 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 -8.9% for EPMB and -7.8% for FLQM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPMB charges 0.88% per year while FLQM charges 0.30%. On a $10,000 position that is $88 vs $30 annually, a gap of $58 per year that compounds over a long holding period. On income, EPMB currently yields 1.58% against 1.71% for FLQM.
Holdings Overlap
10.6% of EPMB's money is in holdings FLQM also owns. 6.4% of FLQM's money is in holdings EPMB also owns.
EPMB and FLQM share little of their money.
7 positions in common, counted across the 59 positions we hold weights for in EPMB and 205 in FLQM, against full books of 119 and 210.
What only one of them owns
Our book lists 192 positions for FLQM that do not appear in our book for EPMB (91.0% of the fund), and 50 for EPMB that do not appear in FLQM (82.5%).
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
You are not choosing between two funds in isolation.
Whichever of EPMB and FLQM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPMB or FLQM?
EPMB has an expense ratio of 0.88% while FLQM charges 0.30%. FLQM is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, EPMB or FLQM?
Over the past year EPMB returned +21.07% vs +5.37% for FLQM, so EPMB leads on 1-year performance. Over the longest common window we track (2 years), EPMB annualized +21.63% vs +9.40% for FLQM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPMB or FLQM?
EPMB has been the more volatile fund at 12.2% annualized versus 10.5% for FLQM. Worst drawdown: EPMB -8.9% vs FLQM -7.8%.
Should I hold both EPMB and FLQM?
EPMB and FLQM have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EPMB and FLQM?
10.6% of EPMB's money is in holdings FLQM also owns. 6.4% of FLQM's is in holdings EPMB also owns. They hold 7 positions in common, counted across the 59 positions we hold weights for in EPMB and 205 in FLQM.
Which pays a higher dividend, EPMB or FLQM?
EPMB yields 1.58% while FLQM yields 1.71%, so FLQM currently pays the higher dividend yield.
Is FLQM better than EPMB?
FLQM has a lower expense ratio. EPMB led over 1Y and the full window. FLQM is less concentrated, with 11.5% 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.