See what your fund actually adds
Harbor Mid Cap Value ETF EPMV
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EPMV | Replication |
|---|---|---|
| Annualized growth | 19.4% | 19.8% |
| Annualized volatility | 13.2% | 13.1% |
| Sharpe ratio | 1.40 | 1.45 |
| Maximum drawdown | 8.1% | 8.1% |
| Replication fit (R²) | 0.89 · Tracking error 4.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model EPMV’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJH | US Mid Cap | 49.4% |
| VBR | Small-Cap · Value | 29.1% |
| SPHQ | Factor · Quality | 9.9% |
| IJR | US Small Cap | 5.9% |
| SCHD | Factor · Dividend | 5.8% |