EPMVvsWTVETF Comparison
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Harbor Mid Cap Value ETF (EPMV) belongs to the US Mid Cap Value segment. WisdomTree U.S. Value Fund (WTV) is part of the US Multi-Factor segment. EPMV's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, WTV's top sector exposures are Financials, Information Technology and Consumer Discretionary. EPMV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.12% for WTV. EPMV is up 10.71% year-to-date (YTD) with - in YTD flows. WTV performs worse with 5.62% YTD performance, and +$466M in YTD flows. Run a side-by-side ETF comparison of EPMV and WTV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EPMV vs WTV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPMV WTV | +10.32%+4.97% | +3.43%+2.33% | +10.71%+5.62% | +28.88%+25.37% | n/a+75.49% | n/a+81.61% |
| Flows | EPMV WTV | -+$42M | -+$300M | -+$466M | +$4M+$1.54B | -+$2.20B | -+$2.28B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPMV WTV | +16.81%+11.70% | +15.44%+12.34% | n/a+15.21% | n/a+17.21% |
| Max drawdown | EPMV WTV | -8.77%-7.20% | -8.77%-7.20% | n/a-18.48% | n/a-19.31% |
| Max drawdown duration | EPMV WTV | 57d78d | 57d78d | n/a233d | n/a392d |
Trading data
EPMV | WTV | |
Last sale 4/29/2026 at 1:30 PM | $25.03 | $98.97 |
| Previous close 04/29/2026 | $25.02 | $97.92 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
EPMV | WTV | |
|---|---|---|
| Last price | $25.03 | $98.97 |
| 1D performance | +0.05% | +1.07% |
| AuM | $4.38 M | $2.72 B |
| E/R | 0.88% | 0.12% |
Characteristics
EPMV | WTV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | WisdomTree |
| Benchmark | - | - |
| N° of holdings | 56 | 117 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
EPMV
USA
86.17%
Other
13.83%
WTV
USA
94.07%
Other
5.93%
Sectors
EPMV
Industrials
17.88%
Financials
17.4%
Information Techn.
16.42%
Consumer Discreti.
12.87%
Materials
8.04%
Other
27.39%
WTV
Financials
18.83%
Information Techn.
13.98%
Consumer Discreti.
10.34%
Industrials
10.15%
Energy
10.07%
Consumer Staples
9.41%
Other
27.23%
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Diversification
EPMV
Total weight of top 15 holdings out of 15
37.53%
WTV
Total weight of top 15 holdings out of 15
24.09%
Top 15 holdings
Data as of March 31, 2026
EPMV
CUMMINS
3.69%
FLEX LTD
3.65%
HUNTINGTON INGALLS INDUSTRIES
2.87%
INTERCONTINENTAL EXCHANGE INC
2.77%
SYNOPSYS
2.55%
ROYAL CARIBBEAN GROUP
2.53%
STIFEL FINANCIAL
2.47%
DARDEN RESTAURANTS
2.37%
ON SEMICONDUCTOR
2.32%
POPULAR
2.22%
CBRE GROUP
2.15%
CSX
2.03%
RAYMOND JAMES
2.01%
APPLIED MATERIAL
1.98%
REINSURANCE GROUP OF AMER
1.91%
WTV
NVIDIA
2.90%
SALESFORCE INC
1.99%
ZOOM VIDEO COMMUNICATIONS INC
1.70%
TARGET
1.68%
CITIGROUP
1.53%
CHEVRON TEXACO
1.53%
CISCO-T
1.46%
SOUTHWEST AIRLS
1.45%
THE MOSAIC COMPANY
1.44%
VERIZON COMMUNICATIONS
1.43%
BALL
1.41%
ADOBE INC
1.40%
MERCK & CO INC
1.40%
ALTRIA GROUP
1.40%
BERKSHIRE HATHWAY
1.36%
Frequently asked questions about EPMV and WTV
How have the EPMV and WTV ETFs performed in 2026?
As of April 28, 2026, EPMV is up 10.71% year-to-date (YTD), while WTV has returned 5.62%. That puts EPMV better performer ahead so far this year.
Which ETF is attracting more investor money: EPMV or WTV?
Year-to-date, the EPMV ETF saw - in flows, compared to +$466M for WTV.
Which ETF is more volatile: EPMV or WTV?
Over the past year, EPMV had a volatility of 15.44%, while WTV experienced 12.34%.
Which ETF is bigger: EPMV or WTV?
As of April 28, 2026, EPMV holds $4.38 M in assets under management (AUM), while WTV manages $2.72 B.
What sectors do the EPMV and WTV ETFs invest in?
EPMV leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, WTV focuses on Financials, Information Technology and Consumer Discretionary.
What are the top holdings of the EPMV ETF and WTV ETF?
EPMV top holdings include CUMMINS, FLEX LTD and HUNTINGTON INGALLS INDUSTRIES. WTV holds in its top three: NVIDIA, SALESFORCE INC and ZOOM VIDEO COMMUNICATIONS INC.
Which ETF is more diversified: EPMV or WTV?
EPMV holds 57 securities with 37.53% of its assets in the top 15. WTV has 118 securities and a top 15 weight of 24.09%.
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