EPMV vs GXLC
Comparison between HARBOR MID CAP VALUE ETF (EPMV, ETF) and GLOBAL X U.S. 500 ETF (GXLC, ETF).
EPMV vs GXLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPMV
$4.60M
GXLC
$4.60M
Expense Ratio
EPMV
0.88%
Winner
GXLC
0.02%
Max Drawdown
Winner
EPMV
8.78%
GXLC
9.19%
Sharpe Ratio
Winner
EPMV
1.47
GXLC
1.01
5Y Beta
Winner
EPMV
0.98
GXLC
1.03
P/E Ratio
Winner
EPMV
23.40
GXLC
29.85
Forward P/E
Winner
EPMV
16.19
GXLC
22.01
PEG Ratio
EPMV
0.34
GXLC
N/A
5Y EPS CAGR
EPMV
11.94%
Winner
GXLC
26.32%
Debt to Equity
Winner
EPMV
23.02%
GXLC
34.35%
P/S Ratio
Winner
EPMV
1.35
GXLC
3.89
P/B Ratio
Winner
EPMV
2.57
GXLC
5.83
EPMV vs GXLC - Holdings Comparison
EPMV and GXLC have 28 common holdings. Overlap is 2.70%
EPMV's top 25 holdings weight is 55.55%. GXLC's top 25 holdings weight is 51.43%.
| Rank | EPMV | GXLC |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 6.35% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | ON SEMICONDUCTOR CORP (ON) - 3.93% | APPLE INC (AAPL) - 6.83% |
| #3 | CUMMINS INC (CMI) - 3.40% | MICROSOFT CORP (MSFT) - 4.90% |
| #4 | SYNOPSYS INC (SNPS) - 2.75% | AMAZON.COM INC (AMZN) - 3.73% |
| #5 | NEXTPOWER INC CLASS A (NXT) - 2.47% | BROADCOM INC (AVGO) - 3.39% |
| #6 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.22% | ALPHABET INC CLASS A (GOOGL) - 3.19% |
| #7 | AVNET INC (AVT) - 2.18% | ALPHABET INC CLASS C (GOOG) - 2.75% |
| #8 | DARDEN RESTAURANTS INC (DRI) - 2.12% | TESLA INC (TSLA) - 2.14% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.02% | META PLATFORMS INC CLASS A (META) - 1.99% |
| #10 | STIFEL FINANCIAL CORP (SF) - 2.01% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #11 | AKAMAI TECHNOLOGIES INC (AKAM) - 1.98% | ELI LILLY AND CO (LLY) - 1.37% |
| #12 | CSX CORP (CSX) - 1.97% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #13 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.94% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.93% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.99% |
| #15 | POPULAR INC (BPOP) - 1.85% | EXXON MOBIL CORP (XOM) - 0.95% |
| #16 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.76% | VISA INC CLASS A (V) - 0.81% |
| #17 | BORGWARNER INC (BWA) - 1.74% | JOHNSON & JOHNSON (JNJ) - 0.81% |
| #18 | CBRE GROUP INC CLASS A (CBRE) - 1.72% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #19 | REGAL REXNORD CORP (RRX) - 1.66% | WALMART INC (WMT) - 0.74% |
| #20 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.62% | INTEL CORP (INTC) - 0.72% |
| #21 | SNAP-ON INC (SNA) - 1.61% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | HUMANA INC (HUM) - 1.61% | CATERPILLAR INC (CAT) - 0.64% |
| #23 | VORNADO REALTY TRUST (VNO) - 1.58% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #24 | NOV INC (NOV) - 1.57% | ORACLE CORP (ORCL) - 0.62% |
| #25 | PROGRESSIVE CORP (PGR) - 1.56% | APPLIED MATERIALS INC (AMAT) - 0.59% |
| Total Holdings | 61 | 496 |
EPMV vs GXLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPMV
+2.18%
GXLC
+0.06%
3M
Winner
EPMV
+12.46%
GXLC
+9.14%
6M
Winner
EPMV
+18.60%
GXLC
+8.38%
1Y
EPMV
+27.08%
GXLC
N/A
Max(CAGR)
Winner
EPMV
+29.95%
GXLC
+17.01%
EPMV vs GXLC - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | EPMV | GXLC |
|---|---|---|
| 2026 | +15.89% | +8.19% |
| 2025 | +13.67% | +3.22% |
EPMV vs GXLC Drawdown Comparison
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The maximum drawdown for GXLC was -9.08%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current EPMV drawdown is -1.44%. The current GXLC drawdown is -3.10%.
| Rank | EPMV | GXLC |
|---|---|---|
| #1 | -8.78% Feb 18, 2026 - Apr 20, 2026 | -9.08% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -6.64% Sep 4, 2025 - Dec 10, 2025 | -5.25% Oct 28, 2025 - Dec 11, 2025 |
| #3 | -4.65% Jul 23, 2025 - Aug 22, 2025 | -3.10% Jun 2, 2026 - Jun 9, 2026 |
| #4 | -4.12% May 16, 2025 - Jun 10, 2025 | -2.93% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -3.30% May 6, 2026 - May 26, 2026 | -2.63% Dec 11, 2025 - Dec 23, 2025 |
| #6 | -2.20% Jul 10, 2025 - Jul 22, 2025 | -2.63% Jan 12, 2026 - Jan 28, 2026 |
| #7 | -2.14% Dec 11, 2025 - Jan 5, 2026 | -2.06% May 14, 2026 - May 26, 2026 |
| #8 | -2.13% Jun 4, 2026 - Jun 5, 2026 | -1.17% Dec 24, 2025 - Jan 6, 2026 |
| #9 | -1.92% Jan 15, 2026 - Jan 21, 2026 | -0.85% Apr 17, 2026 - Apr 22, 2026 |
| #10 | -1.78% Feb 9, 2026 - Feb 18, 2026 | -0.64% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -1.65% Jun 10, 2025 - Jun 24, 2025 | -0.50% Sep 24, 2025 - Sep 26, 2025 |
| #12 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -0.49% May 6, 2026 - May 8, 2026 |
| #13 | -1.18% Jul 3, 2025 - Jul 9, 2025 | -0.44% Apr 22, 2026 - Apr 24, 2026 |
| #14 | -1.16% Apr 30, 2026 - May 5, 2026 | -0.44% May 1, 2026 - May 5, 2026 |
| #15 | -1.15% Aug 27, 2025 - Sep 4, 2025 | -0.43% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between EPMV and GXLC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2025 - 2026)
EPMV vs GXLC dividend yield comparison.
| Year | EPMV | GXLC |
|---|---|---|
| 2026 | 0.00% | 0.37% |
| 2025 | 1.48% | 0.30% |
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