EPSBvsCVMCETF Comparison
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Harbor SMID Cap Core ETF (EPSB) belongs to the US Multi-Factor segment. Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.15% for CVMC. EPSB is up 21.15% year-to-date (YTD) with - in YTD flows. CVMC performs worse with 16.41% YTD performance, and +$647K in YTD flows. Run a side-by-side ETF comparison of EPSB and CVMC 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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EPSB vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB CVMC | +3.04%+5.23% | +13.60%+16.81% | +21.15%+16.41% | +30.44%+25.96% | n/a+56.50% | n/an/a |
| Flows | EPSB CVMC | -- | -+$4M | -+$647K | +$584K+$10M | -+$51M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB CVMC | +17.47%+17.78% | +15.48%+14.69% | n/a+16.15% | n/an/a |
| Max drawdown | EPSB CVMC | -3.97%-4.06% | -8.47%-9.34% | n/a-21.43% | n/an/a |
| Max drawdown duration | EPSB CVMC | 19d16d | 49d49d | n/a269d | n/an/a |
Trading data
EPSB | CVMC | |
Last sale 6/12/2026 at 1:30 PM | $27.47 | $74.41 |
| Previous close 06/12/2026 | $27.22 | $73.64 |
| Consolidated volume 06/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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EPSB
is actively managed and doesn’t replicate an indexEPSB | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
EPSB | CVMC | |
|---|---|---|
| Last price | $27.47 | $74.41 |
| 1D performance | +0.91% | +1.05% |
| AuM | $4.81 M | $100.45 M |
| E/R | 0.88% | 0.15% |
Characteristics
EPSB | CVMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | Morgan Stanley |
| Benchmark | - | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 54 | 566 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
EPSB
USA
96.45%
Other
3.55%
CVMC
USA
89.45%
Other
10.55%
Sectors
EPSB
Industrials
32.24%
Information Techn.
21.46%
Financials
13.68%
Materials
8.23%
Other
24.39%
CVMC
Industrials
19.01%
Information Techn.
17.47%
Financials
12.55%
Consumer Discreti.
9.54%
Health Care
9.17%
Other
32.26%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
41.52%
CVMC
Total weight of top 15 holdings out of 15
11.62%
Top 15 holdings
Data as of April 30, 2026
EPSB
FORMFACTOR
3.98%
WOODWARD
3.68%
ARCHROCK
3.10%
MOOG
3.03%
TELEDYNE TECH
2.93%
RYDER SYSTEM
2.81%
MONOLITHIC POWER SYSTEMS
2.72%
CF INDUSTRIES HOLDINGS
2.55%
CBRE GROUP
2.44%
GATX
2.44%
HUNTINGTON INGALLS INDUSTRIES
2.44%
CIRRUS LOGIC
2.42%
ON SEMICONDUCTOR
2.33%
VALMONT INDUSTRS
2.33%
SNAP ON
2.30%
CVMC
MARVELL TECHNOLOGY
1.16%
WESTERN DIGITAL
1.11%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.07%
CORNING
1.00%
VERTIV HOLDINGS
0.96%
QUANTA SERVICES
0.80%
CUMMINS
0.76%
MONOLITHIC POWER SYSTEMS
0.64%
GENERAL MOTORS
0.62%
ROSS STORES
0.62%
CIENA
0.61%
BAKER HUGHES
0.59%
WARNER BROS. DISCOVERY
0.57%
TRUIST FINANCIAL CORP
0.56%
UNITED RENTALS
0.55%
Frequently asked questions about EPSB and CVMC
How have the EPSB and CVMC ETFs performed in 2026?
As of June 12, 2026, EPSB is up 21.15% year-to-date (YTD), while CVMC has returned 16.41%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: EPSB or CVMC?
Year-to-date, the EPSB ETF saw - in flows, compared to +$647K for CVMC.
Which ETF is more volatile: EPSB or CVMC?
Over the past year, EPSB had a volatility of 15.48%, while CVMC experienced 14.69%.
Which ETF is bigger: EPSB or CVMC?
As of June 12, 2026, EPSB holds $4.81 M in assets under management (AUM), while CVMC manages $100.45 M.
What sectors do the EPSB and CVMC ETFs invest in?
EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CVMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EPSB ETF and CVMC ETF?
EPSB top holdings include FORMFACTOR, WOODWARD and ARCHROCK. CVMC holds in its top three: MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC.
Which ETF is more diversified: EPSB or CVMC?
EPSB holds 54 securities with 41.52% of its assets in the top 15. CVMC has 579 securities and a top 15 weight of 11.62%.
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Latest news about EPSB & CVMC
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