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EPMVvsSMOTETF Comparison
Harbor Mid Cap Value ETF (EPMV) belongs to the US Mid Cap Value segment. VanEck Morningstar SMID Moat ETF (SMOT) is part of the US Multi-Factor segment. EPMV's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, SMOT's top sector exposures are Industrials, Information Technology and Consumer Discretionary. EPMV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.5% for SMOT. EPMV is up 3.58% year-to-date (YTD) with - in YTD flows. SMOT performs worse with -1.78% YTD performance, and -$19M in YTD flows. Run a side-by-side ETF comparison of EPMV and SMOT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EPMV vs SMOT performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPMV SMOT | -4.95%-4.58% | +1.25%-3.16% | +3.58%-1.78% | n/a+8.84% | n/a+35.42% | n/an/a |
| Flows | EPMV SMOT | --$6M | --$18M | --$19M | --$108M | -+$238M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMV SMOT | +14.97%+13.09% | n/a+20.93% | n/a+17.76% | n/an/a |
| Max drawdown | EPMV SMOT | -5.83%-5.80% | n/a-16.08% | n/a-23.35% | n/an/a |
| Max drawdown duration | EPMV SMOT | 21d48d | n/a46d | n/a380d | n/an/a |
EPMV | SMOT | |
Last sale 3/13/2026 at 1:30 PM | $23.05 | $34.97 |
| Previous close 03/12/2026 | $23.03 | $34.98 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPMV | SMOT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPMV | SMOT | |
|---|---|---|
| Last price | $23.05 | $34.97 |
| 1D performance | +0.09% | -0.04% |
| AuM | $4.10 M | $333.44 M |
| E/R | 0.88% | 0.5% |
EPMV | SMOT | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | VanEck |
| Benchmark | - | Morningstar US Small-Mid Cap Moat Focus Index |
| N° of holdings | 57 | 102 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | October 4, 2022 |
| 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 EPMV and SMOT ETFs performed in 2026?
As of March 11, 2026, EPMV is up 3.58% year-to-date (YTD), while SMOT has lost -1.78%. That puts EPMV better performer ahead so far this year.
Which ETF is attracting more investor money: EPMV or SMOT?
Year-to-date, the EPMV ETF saw - in flows, compared to -$19M for SMOT.
Which ETF is bigger: EPMV or SMOT?
As of March 11, 2026, EPMV holds $4.10 M in assets under management (AUM), while SMOT manages $333.44 M.
What sectors do the EPMV and SMOT ETFs invest in?
EPMV leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, SMOT focuses on Industrials, Information Technology and Consumer Discretionary.
What are the top holdings of the EPMV ETF and SMOT ETF?
EPMV top holdings include FLEX LTD, CUMMINS and HUNTINGTON INGALLS INDUSTRIES. SMOT holds in its top three: ALBEMARLE, HUNTINGTON INGALLS INDUSTRIES and SCHLUMBERGER.
Which ETF is more diversified: EPMV or SMOT?
EPMV holds 57 securities with 39.92% of its assets in the top 15. SMOT has 106 securities and a top 15 weight of 23.88%.
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