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BSMCvsEPSBETF Comparison
Brandes U.S. Small-Mid Cap Value ETF (BSMC) and Harbor SMID Cap Core ETF (EPSB) belong to the same industry segment: US Multi-Factor. BSMC's top 3 sector exposures are Industrials, Health Care and Information Technology. In contrast, EPSB's top sector exposures are Industrials, Information Technology and Financials. BSMC is less expensive with a Total Expense Ratio (TER) of 0.71%, versus 0.88% for EPSB. BSMC is up 5.79% year-to-date (YTD) with +$8M in YTD flows. EPSB performs better with 8.2% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of BSMC and EPSB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BSMC vs EPSB performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BSMC EPSB | -4.04%-4.47% | +4.93%+6.61% | +5.79%+8.20% | +24.39%n/a | n/an/a | n/an/a |
| Flows | BSMC EPSB | +$5M- | +$17M+$584K | +$8M- | +$38M- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BSMC EPSB | +13.18%+14.76% | +18.47%n/a | n/an/a | n/an/a |
| Max drawdown | BSMC EPSB | -5.10%-5.14% | -13.89%n/a | n/an/a | n/an/a |
| Max drawdown duration | BSMC EPSB | 10d14d | 51dn/a | n/an/a | n/an/a |
BSMC | EPSB | |
Last sale 3/13/2026 at 1:30 PM | $35.66 | $24.09 |
| Previous close 03/12/2026 | $35.75 | $24.17 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
BSMC | EPSB | |
|---|---|---|
| Last price | $35.66 | $24.09 |
| 1D performance | -0.26% | -0.32% |
| AuM | $156.83 M | $4.30 M |
| E/R | 0.71% | 0.88% |
BSMC | EPSB | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Brandes | Harbor Capital |
| Benchmark | - | - |
| N° of holdings | 59 | 55 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 3, 2023 | May 1, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BSMC and EPSB ETFs performed in 2026?
As of March 11, 2026, BSMC is up 5.79% year-to-date (YTD), while EPSB has returned 8.2%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: BSMC or EPSB?
Year-to-date, the BSMC ETF saw +$8M in flows, compared to - for EPSB.
Which ETF is bigger: BSMC or EPSB?
As of March 11, 2026, BSMC holds $156.83 M in assets under management (AUM), while EPSB manages $4.30 M.
What sectors do the BSMC and EPSB ETFs invest in?
BSMC leans toward sectors like Industrials, Health Care and Information Technology. Meanwhile, EPSB focuses on Industrials, Information Technology and Financials.
What are the top holdings of the BSMC ETF and EPSB ETF?
BSMC top holdings include IPG PHOTONICS, DRIL QUIP and ELANCO ANIMAL HEALTH INC. EPSB holds in its top three: WOODWARD, MOOG and HUNTINGTON INGALLS INDUSTRIES.
Which ETF is more diversified: BSMC or EPSB?
BSMC holds 60 securities with 38.07% of its assets in the top 15. EPSB has 55 securities and a top 15 weight of 39.67%.
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