EPMB vs MCDS
Harbor Mid Cap Core ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Which is better, EPMB or MCDS?
EPMB has been ahead.
MCDS has a lower expense ratio. EPMB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MCDS is less concentrated, with 14.3% 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 | MCDS |
|---|---|---|
| Expense Ratio | 0.88% | 0.35%Best |
| AUM | $5M | $8M |
| Dividend Yield | 1.58% | 1.05% |
| Holdings | 119 | 208 |
| YTD Return | +12.01% | +12.25%Best |
| 1Y Return | +21.07%Best | +15.68% |
| Volatility (annualized) | 12.2% | 10.1%Best |
| Max Drawdown | -8.9% | -7.5%Best |
| $10,000 over 1.5 years | $13,414Best | $12,725 |
| Top 10 Weight | 27.7% | 14.3%Best |
| Fund Family | Harbor Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | May 1, 2025 | Aug 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 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).
EPMB vs MCDS 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 MCDS Performance
Harbor Mid Cap Core ETF (EPMB) is an ETF from Harbor Funds and JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an ETF from J.P. Morgan Asset Management. Over the past year EPMB returned +21.07% while MCDS returned +15.68%. Year to date, EPMB is up 12.01% versus a gain of 12.25% for MCDS.
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 10.1% for MCDS. 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 -7.5% for MCDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EPMB charges 0.88% per year while MCDS charges 0.35%. On a $10,000 position that is $88 vs $35 annually, a gap of $53 per year that compounds over a long holding period. On income, EPMB currently yields 1.58% against 1.05% for MCDS.
Holdings Overlap
30.0% of EPMB's money is in holdings MCDS also owns. 9.3% of MCDS's money is in holdings EPMB also owns.
EPMB and MCDS share little of their money.
16 positions in common, counted across the 59 positions we hold weights for in EPMB and 204 in MCDS, against full books of 119 and 208.
What only one of them owns
Our book lists 181 positions for MCDS that do not appear in our book for EPMB (87.3% of the fund), and 41 for EPMB that do not appear in MCDS (63.2%).
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 EPMB | Weight in MCDS | Difference |
|---|---|---|---|
| TWLOTwilio Inc. Class A | 3.69% | 0.53% | 3.16% |
| ENTGEntegris Inc Common Stock Usd 0.01 | 3.40% | 0.56% | 2.84% |
| IQVI Q V I A Holdings Inc. | 2.50% | 0.77% | 1.73% |
| CBRECbre Services Inc | 2.03% | 0.72% | 1.31% |
| ROSTRoss Stores, Inc. | 2.07% | 0.60% | 1.47% |
| RJFRaymond James Financial Inc. | 1.68% | 0.95% | 0.73% |
| CMICummins Inc. | 2.20% | 0.36% | 1.84% |
| DOVDover Corp. | 1.58% | 0.89% | 0.69% |
| DRIDarden Restaurants Inc. | 1.64% | 0.78% | 0.86% |
| DVNDevon Energy Corp. | 1.51% | 0.70% | 0.81% |
30.0% of EPMB is already inside MCDS.
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, EPMB or MCDS?
EPMB has an expense ratio of 0.88% while MCDS charges 0.35%. MCDS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, EPMB or MCDS?
Over the past year EPMB returned +21.07% vs +15.68% for MCDS, so EPMB leads on 1-year performance. Over the longest common window we track (2 years), EPMB annualized +21.63% vs +17.43% for MCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPMB or MCDS?
EPMB has been the more volatile fund at 12.2% annualized versus 10.1% for MCDS. Worst drawdown: EPMB -8.9% vs MCDS -7.5%.
Should I hold both EPMB and MCDS?
EPMB and MCDS have a monthly-return correlation of 0.90, 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 EPMB and MCDS?
30.0% of EPMB's money is in holdings MCDS also owns. 9.3% of MCDS's is in holdings EPMB also owns. They hold 16 positions in common, counted across the 59 positions we hold weights for in EPMB and 204 in MCDS.
Which pays a higher dividend, EPMB or MCDS?
EPMB yields 1.58% while MCDS yields 1.05%, so EPMB currently pays the higher dividend yield.
Is MCDS better than EPMB?
MCDS has a lower expense ratio. EPMB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. MCDS is less concentrated, with 14.3% 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.