VLLU vs EPMV
Comparison between HARBOR ALPHAEDGE LARGE CAP VALUE ETF (VLLU, ETF) and HARBOR MID CAP VALUE ETF (EPMV, ETF).
VLLU vs EPMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VLLU
$4.60M
Winner
EPMV
$4.70M
Expense Ratio
Winner
VLLU
0.25%
EPMV
0.88%
Max Drawdown
VLLU
17.37%
Winner
EPMV
8.78%
Sharpe Ratio
Winner
VLLU
1.62
EPMV
1.10
5Y Beta
Winner
VLLU
0.73
EPMV
0.95
P/E Ratio
Winner
VLLU
18.56
EPMV
22.87
Forward P/E
Winner
VLLU
14.83
EPMV
15.84
PEG Ratio
VLLU
0.32
Winner
EPMV
0.30
5Y EPS CAGR
Winner
VLLU
21.44%
EPMV
9.20%
Debt to Equity
VLLU
N/A
EPMV
20.34%
P/S Ratio
VLLU
2.87
Winner
EPMV
1.37
P/B Ratio
VLLU
3.80
Winner
EPMV
2.55
VLLU vs EPMV - Holdings Comparison
VLLU and EPMV have 5 common holdings. Overlap is 4.35%
VLLU's top 25 holdings weight is 70.80%. EPMV's top 25 holdings weight is 53.96%.
| Rank | VLLU | EPMV |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.18% | FLEX LTD (FLEX) - 3.97% |
| #2 | JOHNSON & JOHNSON (JNJ) - 4.49% | CUMMINS INC (CMI) - 3.47% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.63% | ON SEMICONDUCTOR CORP (ON) - 2.97% |
| #4 | BANK OF NEW YORK MELLON CORP (BNY) - 3.50% | APPLIED MATERIALS INC (AMAT) - 2.52% |
| #5 | APPLE INC (AAPL) - 3.48% | SYNOPSYS INC (SNPS) - 2.34% |
| #6 | SEI INVESTMENTS CO (SEIC) - 3.41% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.33% |
| #7 | BANK OF AMERICA CORP (BAC) - 3.30% | STIFEL FINANCIAL CORP (SF) - 2.25% |
| #8 | VISA INC CLASS A (V) - 3.16% | AVNET INC (AVT) - 2.13% |
| #9 | CITIGROUP INC (C) - 3.09% | POPULAR INC (BPOP) - 2.12% |
| #10 | SYNCHRONY FINANCIAL (SYF) - 2.91% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.11% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 2.74% | CSX CORP (CSX) - 2.09% |
| #12 | GENERAL DYNAMICS CORP (GD) - 2.71% | IQVIA HOLDINGS INC (IQV) - 2.06% |
| #13 | CIRRUS LOGIC INC (CRUS) - 2.70% | DARDEN RESTAURANTS INC (DRI) - 2.03% |
| #14 | ADOBE INC (ADBE) - 2.59% | HUMANA INC (HUM) - 1.97% |
| #15 | ALTRIA GROUP INC (MO) - 2.56% | ROYAL CARIBBEAN GROUP (RCL) - 1.92% |
| #16 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.51% | CBRE GROUP INC CLASS A (CBRE) - 1.92% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 2.47% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.88% |
| #18 | NUCOR CORP (NUE) - 2.26% | VORNADO REALTY TRUST (VNO) - 1.86% |
| #19 | WESTERN DIGITAL CORP (WDC) - 2.04% | ONEOK INC (OKE) - 1.83% |
| #20 | TJX COMPANIES INC (TJX) - 1.81% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.79% |
| #21 | LAM RESEARCH CORP (LRCX) - 1.79% | SNAP-ON INC (SNA) - 1.75% |
| #22 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.78% | REGAL REXNORD CORP (RRX) - 1.73% |
| #23 | NVIDIA CORP (NVDA) - 1.77% | CENTENE CORP (CNC) - 1.65% |
| #24 | ROSS STORES INC (ROST) - 1.68% | PROGRESSIVE CORP (PGR) - 1.64% |
| #25 | EXELIXIS INC (EXEL) - 1.24% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.63% |
| Total Holdings | 75 | 61 |
VLLU vs EPMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VLLU
-0.43%
EPMV
-1.31%
3M
Winner
VLLU
+7.26%
EPMV
+6.37%
6M
VLLU
+9.59%
Winner
EPMV
+9.71%
1Y
Winner
VLLU
+23.82%
EPMV
+21.97%
Max(CAGR)
VLLU
+17.41%
Winner
EPMV
+26.85%
VLLU vs EPMV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | VLLU | EPMV |
|---|---|---|
| 2026 | +11.34% | +15.98% |
| 2025 | +16.95% | +13.67% |
| 2024 | +2.67% | N/A |
VLLU vs EPMV Drawdown Comparison
The maximum drawdown for VLLU was -16.63%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current VLLU drawdown is -0.55%. The current EPMV drawdown is -1.88%.
| Rank | VLLU | EPMV |
|---|---|---|
| #1 | -16.63% Nov 26, 2024 - Jul 3, 2025 | -8.78% Feb 18, 2026 - Apr 20, 2026 |
| #2 | -6.33% Feb 9, 2026 - Apr 17, 2026 | -6.64% Sep 4, 2025 - Dec 10, 2025 |
| #3 | -3.93% Nov 12, 2025 - Dec 3, 2025 | -4.65% Jul 23, 2025 - Aug 22, 2025 |
| #4 | -3.37% Sep 11, 2025 - Oct 27, 2025 | -4.12% May 16, 2025 - Jun 10, 2025 |
| #5 | -2.80% Jul 23, 2025 - Aug 13, 2025 | -3.30% May 6, 2026 - May 26, 2026 |
| #6 | -2.62% Jul 3, 2025 - Jul 23, 2025 | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -2.51% Jun 4, 2026 - Jun 15, 2026 | -2.65% Jun 25, 2026 - Jul 20, 2026 |
| #8 | -2.48% Oct 17, 2024 - Nov 6, 2024 | -2.20% Jul 10, 2025 - Jul 22, 2025 |
| #9 | -2.19% Nov 11, 2024 - Nov 25, 2024 | -2.14% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -1.92% May 11, 2026 - May 22, 2026 | -1.92% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -1.78% Jun 15, 2026 - Jul 20, 2026 | -1.90% Jun 15, 2026 - Jun 25, 2026 |
| #12 | -1.60% Dec 24, 2025 - Jan 5, 2026 | -1.78% Feb 9, 2026 - Feb 18, 2026 |
| #13 | -1.48% Jan 15, 2026 - Jan 27, 2026 | -1.65% Jun 10, 2025 - Jun 24, 2025 |
| #14 | -1.34% Oct 27, 2025 - Nov 11, 2025 | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #15 | -1.24% Sep 5, 2024 - Sep 13, 2024 | -1.18% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between VLLU and EPMV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2024 - 2025)
VLLU vs EPMV dividend yield comparison.
| Year | VLLU | EPMV |
|---|---|---|
| 2025 | 1.52% | 1.48% |
| 2024 | 0.90% | 0.00% |
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