EPMB vs OCFS

EPMB vs OCFS

Which is better, EPMB or OCFS?

EPMB has been ahead.

OCFS has a lower expense ratio. EPMB led over 1Y.

Lower Fees: OCFSHigher Returns (1Y): EPMB

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

MetricEPMBOCFS
Expense Ratio0.88%0.85%Best
AUM$5M$6M
Dividend Yield1.58%0.00%
Holdings11932
Fund FamilyHarbor FundsOtter Creek Advisors
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionMay 1, 2025May 17, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 350 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EPMB has data through Oct 14, 2026 and OCFS through Oct 29, 2025.

Compare EPMB against instead:EPMB vs SPYEPMB vs QQQEPMB vs VOOEPMB vs VTIOCFS against:OCFS vs VXUS

Fees and Cost Over Time

EPMB charges 0.88% per year while OCFS charges 0.85%. On a $10,000 position that is $88 vs $85 annually, a gap of $3 per year that compounds over a long holding period. On income, EPMB currently yields 1.58% against 0.00% for OCFS.

You are not choosing between two funds in isolation.

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

EPMBOCFS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EPMB or OCFS?

EPMB has an expense ratio of 0.88% while OCFS charges 0.85%. OCFS is the cheaper option, by $3 a year on a $10,000 investment.

Which pays a higher dividend, EPMB or OCFS?

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

Is OCFS better than EPMB?

OCFS has a lower expense ratio. EPMB led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.