EPMB vs MMID
Harbor Mid Cap Core ETF vs MFS Active Mid Cap ETF
Which is better, EPMB or MMID?
EPMB has been ahead.
MMID has a lower expense ratio. EPMB led over 1Y and the full window. MMID is less concentrated, with 16.2% 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 | MMID |
|---|---|---|
| Expense Ratio | 0.88% | 0.59%Best |
| AUM | $5M | $36M |
| Dividend Yield | 1.58% | 0.99% |
| Holdings | 119 | 106 |
| YTD Return | +13.05%Best | +7.45% |
| 1Y Return | +22.13%Best | +8.40% |
| Volatility (annualized) | 13.7% | 10.9%Best |
| Max Drawdown | -8.9% | -7.9%Best |
| $10,000 over 1.1 years | $12,321Best | $10,928 |
| Top 10 Weight | 27.7% | 16.2%Best |
| Fund Family | Harbor Funds | MFS Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | May 1, 2025 | Sep 24, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 24, 2025 to Oct 15, 2026 (1.1 years).
EPMB vs MMID 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 1.1 years both funds cover.
EPMB vs MMID Performance
Harbor Mid Cap Core ETF (EPMB) is an ETF from Harbor Funds and MFS Active Mid Cap ETF (MMID) is an ETF from MFS Investment Management. Over the past year EPMB returned +22.13% while MMID returned +8.40%. Year to date, EPMB is up 13.05% versus a gain of 7.45% for MMID.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPMB has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 10.9% for MMID. 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 -7.9% for MMID. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EPMB charges 0.88% per year while MMID charges 0.59%. On a $10,000 position that is $88 vs $59 annually, a gap of $29 per year that compounds over a long holding period. On income, EPMB currently yields 1.58% against 0.99% for MMID.
Holdings Overlap
15.7% of EPMB's money is in holdings MMID also owns. 9.8% of MMID's money is in holdings EPMB also owns.
EPMB and MMID share little of their money.
9 positions in common, counted across the 59 positions we hold weights for in EPMB and 104 in MMID, against full books of 119 and 106.
What only one of them owns
Our book lists 86 positions for MMID that do not appear in our book for EPMB (81.3% of the fund), and 48 for EPMB that do not appear in MMID (77.4%).
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 MMID | Difference |
|---|---|---|---|
| ENTGEntegris Inc Common Stock Usd 0.01 | 3.40% | 1.28% | 2.12% |
| AAgilent Technologies Inc | 1.67% | 1.69% | 0.02% |
| ROSTRoss Stores, Inc. | 2.07% | 0.97% | 1.10% |
| CBRECbre Services Inc | 2.03% | 0.78% | 1.25% |
| RJFRaymond James Financial Inc. | 1.68% | 1.09% | 0.59% |
| GPNGlobalpayments Inc. | 0.90% | 1.86% | 0.96% |
| CHRWCh Robinson Worldwide Inc. | 1.47% | 0.83% | 0.64% |
| CORCencora Inc | 1.53% | 0.67% | 0.86% |
| HLIHoulihan Lokey Inc | 0.97% | 0.59% | 0.38% |
You are not choosing between two funds in isolation.
Whichever of EPMB and MMID 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 MMID?
EPMB has an expense ratio of 0.88% while MMID charges 0.59%. MMID is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, EPMB or MMID?
Over the past year EPMB returned +22.13% vs +8.40% for MMID, so EPMB leads on 1-year performance. Over the longest common window we track (1 years), EPMB annualized +20.89% vs +8.40% for MMID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPMB or MMID?
EPMB has been the more volatile fund at 13.7% annualized versus 10.9% for MMID. Worst drawdown: EPMB -8.9% vs MMID -7.9%.
Should I hold both EPMB and MMID?
EPMB and MMID have a monthly-return correlation of 0.77, 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 MMID?
15.7% of EPMB's money is in holdings MMID also owns. 9.8% of MMID's is in holdings EPMB also owns. They hold 9 positions in common, counted across the 59 positions we hold weights for in EPMB and 104 in MMID.
Which pays a higher dividend, EPMB or MMID?
EPMB yields 1.58% while MMID yields 0.99%, so EPMB currently pays the higher dividend yield.
Is MMID better than EPMB?
MMID has a lower expense ratio. EPMB led over 1Y and the full window. MMID is less concentrated, with 16.2% 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.