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EPMB vs XLSI

Comparison between HARBOR MID CAP CORE ETF (EPMB, ETF) and STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLSI, ETF).

EPMB vs XLSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EPMB
$4.70M
XLSI
$4.70M
Expense Ratio
EPMB
0.88%
Winner
XLSI
0.35%
Max Drawdown
Winner
EPMB
8.95%
XLSI
10.97%
Sharpe Ratio
Winner
EPMB
1.13
XLSI
0.11
5Y Beta
EPMB
0.89
Winner
XLSI
0.00
P/E Ratio
EPMB
31.39
XLSI
N/A
Forward P/E
EPMB
17.46
XLSI
N/A
PEG Ratio
EPMB
0.60
XLSI
N/A
5Y EPS CAGR
EPMB
10.37%
XLSI
N/A
Debt to Equity
EPMB
2.19%
XLSI
N/A
P/S Ratio
EPMB
1.50
XLSI
N/A
P/B Ratio
EPMB
3.27
XLSI
N/A

EPMB vs XLSI - Holdings Comparison

EPMB and XLSI have 0 common holdings. Overlap is 0.00%

EPMB's top 25 holdings weight is 56.43%. XLSI's top 25 holdings weight is 99.94%.

RankEPMBXLSI
#1
US DOLLAR (n/a) - 3.49%
STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 99.94%
#2
WOODWARD INC (WWD) - 3.46%
N/A
#3
KEYSIGHT TECHNOLOGIES INC (KEYS) - 3.17%
N/A
#4
ENTEGRIS INC (ENTG) - 2.84%
N/A
#5
CUMMINS INC (CMI) - 2.78%
N/A
#6
APPLIED MATERIALS INC (AMAT) - 2.68%
N/A
#7
TWILIO INC CLASS A (TWLO) - 2.66%
N/A
#8
HEXCEL CORP (HXL) - 2.45%
N/A
#9
CBRE GROUP INC CLASS A (CBRE) - 2.22%
N/A
#10
REINSURANCE GROUP OF AMERICA INC (RGA) - 2.14%
N/A
#11
ARROW ELECTRONICS INC (ARW) - 2.11%
N/A
#12
MASCO CORP (MAS) - 2.09%
N/A
#13
ROSS STORES INC (ROST) - 2.05%
N/A
#14
IQVIA HOLDINGS INC (IQV) - 2.01%
N/A
#15
VERTIV HOLDINGS CO CLASS A (VRT) - 1.99%
N/A
#16
REPUBLIC SERVICES INC (RSG) - 1.91%
N/A
#17
SNAP-ON INC (SNA) - 1.91%
N/A
#18
CSX CORP (CSX) - 1.87%
N/A
#19
C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.84%
N/A
#20
RENAISSANCERE HOLDINGS LTD (RNR) - 1.83%
N/A
#21
CENTENE CORP (CNC) - 1.83%
N/A
#22
RAYMOND JAMES FINANCIAL INC (RJF) - 1.81%
N/A
#23
DOVER CORP (DOV) - 1.78%
N/A
#24
STIFEL FINANCIAL CORP (SF) - 1.76%
N/A
#25
AKAMAI TECHNOLOGIES INC (AKAM) - 1.75%
N/A
Total Holdings601

EPMB vs XLSI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EPMB
-0.21%
XLSI
-0.33%
3M
Winner
EPMB
+2.71%
XLSI
+2.02%
6M
Winner
EPMB
+7.81%
XLSI
+0.15%
1Y
Winner
EPMB
+20.21%
XLSI
+4.35%
Max(CAGR)
Winner
EPMB
+25.52%
XLSI
+4.44%

EPMB vs XLSI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearEPMBXLSI
2026+13.34%+4.92%
2025+15.19%-0.32%

EPMB vs XLSI Drawdown Comparison

The maximum drawdown for EPMB was -8.95%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.

The maximum drawdown for XLSI was -7.87%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current EPMB drawdown is -1.70%. The current XLSI drawdown is -3.76%.

RankEPMBXLSI
#1-8.95%
Feb 26, 2026 - Apr 17, 2026
-7.87%
Feb 27, 2026 - Mar 20, 2026
#2-4.38%
Oct 6, 2025 - Nov 25, 2025
-6.41%
Aug 20, 2025 - Jan 13, 2026
#3-3.93%
Jul 25, 2025 - Aug 22, 2025
-0.89%
Feb 13, 2026 - Feb 23, 2026
#4-3.84%
May 16, 2025 - Jun 9, 2025
-0.77%
Jan 27, 2026 - Jan 30, 2026
#5-3.78%
May 6, 2026 - Jun 11, 2026
-0.74%
Jul 30, 2025 - Aug 4, 2025
#6-2.32%
Aug 22, 2025 - Oct 2, 2025
-0.59%
Aug 13, 2025 - Aug 19, 2025
#7-2.26%
Jun 25, 2026 - Jul 8, 2026
-0.42%
Feb 24, 2026 - Feb 27, 2026
#8-2.14%
Jul 10, 2025 - Jul 22, 2025
-0.27%
Jan 15, 2026 - Jan 21, 2026
#9-1.98%
Feb 11, 2026 - Feb 18, 2026
-0.12%
Jan 21, 2026 - Jan 23, 2026
#10-1.90%
Dec 11, 2025 - Jan 5, 2026
-0.11%
Aug 4, 2025 - Aug 6, 2025
#11-1.77%
Jun 10, 2025 - Jun 24, 2025
-0.10%
Feb 4, 2026 - Feb 6, 2026
#12-1.38%
Apr 27, 2026 - Apr 30, 2026
-0.06%
Feb 6, 2026 - Feb 11, 2026
#13-1.32%
Jan 15, 2026 - Jan 21, 2026
-0.03%
Jan 23, 2026 - Jan 27, 2026
#14-1.27%
Jan 22, 2026 - Feb 4, 2026
N/A
#15-1.26%
Jun 22, 2026 - Jun 25, 2026
N/A

Correlation

Correlation between EPMB and XLSI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2025 - 2026)

EPMB vs XLSI dividend yield comparison.

YearEPMBXLSI
20260.00%6.67%
20251.79%5.34%

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