EPMV vs SPY
Comparison between HARBOR MID CAP VALUE ETF (EPMV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
EPMV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPMV
$4.40M
Winner
SPY
$735B
Expense Ratio
EPMV
0.88%
Winner
SPY
0.09%
Max Drawdown
Winner
EPMV
8.78%
SPY
56.47%
Sharpe Ratio
EPMV
1.46
Winner
SPY
1.62
5Y Beta
Winner
EPMV
0.98
SPY
1.00
P/E Ratio
EPMV
N/A
SPY
28.99
Forward P/E
EPMV
N/A
SPY
22.37
5Y Dividends CAGR
EPMV
N/A
SPY
5.43%
5Y EPS CAGR
EPMV
N/A
SPY
26.05%
Debt to Equity
EPMV
N/A
SPY
32.40%
P/S Ratio
EPMV
N/A
SPY
3.74
P/B Ratio
EPMV
N/A
SPY
5.61
EPMV vs SPY - Holdings Comparison
EPMV and SPY have 12 common holdings. Overlap is 1.49%
EPMV's top 25 holdings weight is 48.59%. SPY's top 25 holdings weight is 52.37%.
| Rank | EPMV | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 6.13% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ON SEMICONDUCTOR CORP (ON) - 4.12% | APPLE INC (AAPL) - 7.02% |
| #3 | CUMMINS INC (CMI) - 3.52% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | SYNOPSYS INC (SNPS) - 2.98% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.30% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | AVNET INC (AVT) - 2.23% | BROADCOM INC (AVGO) - 3.10% |
| #7 | NEXTPOWER INC CLASS A (NXT) - 2.23% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | DARDEN RESTAURANTS INC (DRI) - 2.13% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | STIFEL FINANCIAL CORP (SF) - 2.10% | TESLA INC (TSLA) - 1.89% |
| #10 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.09% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | CSX CORP (CSX) - 1.99% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | AKAMAI TECHNOLOGIES INC (AKAM) - 1.90% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | POPULAR INC (BPOP) - 1.90% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.83% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CBRE GROUP INC CLASS A (CBRE) - 1.78% | INTEL CORP (INTC) - 0.90% |
| #17 | ROYAL CARIBBEAN GROUP (RCL) - 1.78% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | REGAL REXNORD CORP (RRX) - 1.72% | VISA INC CLASS A (V) - 0.85% |
| #19 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.72% | WALMART INC (WMT) - 0.81% |
| #20 | BORGWARNER INC (BWA) - 1.66% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BATH & BODY WORKS INC (BBWI) - 0.48% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | N/A | CATERPILLAR INC (CAT) - 0.66% |
| #23 | N/A | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 21 | 505 |
EPMV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPMV
+3.78%
SPY
+1.90%
3M
Winner
EPMV
+10.20%
SPY
+8.55%
6M
Winner
EPMV
+17.50%
SPY
+8.18%
1Y
Winner
EPMV
+28.26%
SPY
+25.79%
5Y(CAGR)
EPMV
N/A
SPY
+13.32%
10Y(CAGR)
EPMV
N/A
SPY
+15.19%
Max(CAGR)
Winner
EPMV
+29.45%
SPY
+8.47%
EPMV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPMV | SPY |
|---|---|---|
| 2026 | +15.08% | +8.26% |
| 2025 | +13.67% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EPMV vs SPY Drawdown Comparison
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EPMV drawdown is -2.13%. The current SPY drawdown is -2.90%.
| Rank | EPMV | SPY |
|---|---|---|
| #1 | -8.78% Feb 18, 2026 - Apr 20, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -6.64% Sep 4, 2025 - Dec 10, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -4.65% Jul 23, 2025 - Aug 22, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.12% May 16, 2025 - Jun 10, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.30% May 6, 2026 - May 26, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.20% Jul 10, 2025 - Jul 22, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.14% Dec 11, 2025 - Jan 5, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.13% Jun 4, 2026 - Jun 5, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.92% Jan 15, 2026 - Jan 21, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.78% Feb 9, 2026 - Feb 18, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.65% Jun 10, 2025 - Jun 24, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.18% Jul 3, 2025 - Jul 9, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.16% Apr 30, 2026 - May 5, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.15% Aug 27, 2025 - Sep 4, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EPMV and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (1999 - 2026)
EPMV vs SPY dividend yield comparison.
| Year | EPMV | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.48% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: EPMV vs SPY
More Comparisons
Compare with similar stocks
Compare EPMV with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF