EPMV vs NDAA
Comparison between HARBOR MID CAP VALUE ETF (EPMV, ETF) and NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF (NDAA, ETF).
EPMV vs NDAA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPMV vs NDAA - Holdings Comparison
EPMV and NDAA have 0 common holdings. Overlap is 0.00%
EPMV's top 25 holdings weight is 48.59%. NDAA's top 25 holdings weight is 100.04%.
| Rank | EPMV | NDAA |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 6.13% | ISHARES CORE MSCI EAFE ETF (IEFA) - 14.08% |
| #2 | ON SEMICONDUCTOR CORP (ON) - 4.12% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 13.77% |
| #3 | CUMMINS INC (CMI) - 3.52% | ISHARES CORE S&P US VALUE ETF (IUSV) - 10.14% |
| #4 | SYNOPSYS INC (SNPS) - 2.98% | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 9.50% |
| #5 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.30% | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 9.44% |
| #6 | AVNET INC (AVT) - 2.23% | VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.38% |
| #7 | NEXTPOWER INC CLASS A (NXT) - 2.23% | VANGUARD SHORT-TERM TREASURY ETF (VGSH) - 9.32% |
| #8 | DARDEN RESTAURANTS INC (DRI) - 2.13% | VANGUARD S&P 500 ETF (VOO) - 6.84% |
| #9 | STIFEL FINANCIAL CORP (SF) - 2.10% | SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 6.53% |
| #10 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.09% | VANGUARD GROWTH ETF (VUG) - 5.40% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.00% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.19% |
| #12 | CSX CORP (CSX) - 1.99% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.45% |
| #13 | AKAMAI TECHNOLOGIES INC (AKAM) - 1.90% | N/A |
| #14 | POPULAR INC (BPOP) - 1.90% | N/A |
| #15 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.83% | N/A |
| #16 | CBRE GROUP INC CLASS A (CBRE) - 1.78% | N/A |
| #17 | ROYAL CARIBBEAN GROUP (RCL) - 1.78% | N/A |
| #18 | REGAL REXNORD CORP (RRX) - 1.72% | N/A |
| #19 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.72% | N/A |
| #20 | BORGWARNER INC (BWA) - 1.66% | N/A |
| #21 | BATH & BODY WORKS INC (BBWI) - 0.48% | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 21 | 12 |
EPMV vs NDAA - Historical Returns
Returns include dividend reinvestment.
EPMV vs NDAA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EPMV | NDAA |
|---|---|---|
| 2026 | +15.08% | +7.38% |
| 2025 | +13.67% | +14.08% |
| 2024 | N/A | -1.24% |
EPMV vs NDAA Drawdown Comparison
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The maximum drawdown for NDAA was -13.50%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current EPMV drawdown is -2.13%. The current NDAA drawdown is -3.22%.
| Rank | EPMV | NDAA |
|---|---|---|
| #1 | -8.78% Feb 18, 2026 - Apr 20, 2026 | -13.50% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -6.64% Sep 4, 2025 - Dec 10, 2025 | -7.62% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -4.65% Jul 23, 2025 - Aug 22, 2025 | -4.15% Oct 28, 2025 - Dec 23, 2025 |
| #4 | -4.12% May 16, 2025 - Jun 10, 2025 | -3.75% Dec 11, 2024 - Feb 18, 2025 |
| #5 | -3.30% May 6, 2026 - May 26, 2026 | -3.22% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -2.20% Jul 10, 2025 - Jul 22, 2025 | -2.89% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -2.14% Dec 11, 2025 - Jan 5, 2026 | -2.83% Nov 7, 2024 - Nov 29, 2024 |
| #8 | -2.13% Jun 4, 2026 - Jun 5, 2026 | -2.60% Jul 23, 2025 - Aug 12, 2025 |
| #9 | -1.92% Jan 15, 2026 - Jan 21, 2026 | -2.59% Jan 29, 2026 - Feb 11, 2026 |
| #10 | -1.78% Feb 9, 2026 - Feb 18, 2026 | -2.18% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.65% Jun 10, 2025 - Jun 24, 2025 | -1.69% May 14, 2026 - May 26, 2026 |
| #12 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -1.49% Jan 12, 2026 - Jan 22, 2026 |
| #13 | -1.18% Jul 3, 2025 - Jul 9, 2025 | -1.25% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -1.16% Apr 30, 2026 - May 5, 2026 | -1.18% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -1.15% Aug 27, 2025 - Sep 4, 2025 | -1.12% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between EPMV and NDAA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2025)
EPMV vs NDAA dividend yield comparison.
| Year | EPMV | NDAA |
|---|---|---|
| 2025 | 1.48% | 2.71% |
| 2024 | 0.00% | 0.83% |
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