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 12.74% year-to-date (YTD) with - in YTD flows. CVMC performs worse with 5% YTD performance, and -$13M 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 04/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB CVMC | +3.27%+2.02% | +7.34%+1.96% | +12.74%+5.00% | n/a+35.83% | n/a+45.26% | n/an/a |
| Flows | EPSB CVMC | --$10M | --$13M | --$13M | --$619K | -+$37M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB CVMC | +17.06%+17.18% | n/a+17.41% | n/a+16.09% | n/an/a |
| Max drawdown | EPSB CVMC | -8.47%-9.34% | n/a-9.34% | n/a-21.43% | n/an/a |
| Max drawdown duration | EPSB CVMC | 42d41d | n/a41d | n/a269d | n/an/a |
Trading data
EPSB | CVMC | |
Last sale 4/10/2026 at 1:30 PM | $25.40 | $66.96 |
| Previous close 04/09/2026 | $25.59 | $67.29 |
| Consolidated volume 04/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/10/2026 at 1:30 PM
Live
Closed
EPSB | CVMC | |
|---|---|---|
| Last price | $25.40 | $66.96 |
| 1D performance | -0.73% | -0.48% |
| AuM | $4.48 M | $77.19 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 | 55 | 573 |
| 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
97.41%
Other
2.59%
CVMC
USA
89.51%
Other
10.49%
Sectors
EPSB
Industrials
34.09%
Information Techn.
18.46%
Financials
13.55%
Health Care
8.67%
Materials
8.24%
Other
16.99%
CVMC
Industrials
18.88%
Information Techn.
15.79%
Financials
12.41%
Consumer Discreti.
10.16%
Health Care
9.63%
Other
33.13%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
41.07%
CVMC
Total weight of top 15 holdings out of 15
10.16%
Top 15 holdings
Data as of February 28, 2026
EPSB
WOODWARD
4.28%
MOOG
3.39%
TELEDYNE TECH
3.11%
HUNTINGTON INGALLS INDUSTRIES
3.09%
FORMFACTOR
3.05%
ARCHROCK
3.00%
RYDER SYSTEM
2.55%
CBRE GROUP
2.52%
CF INDUSTRIES HOLDINGS
2.49%
REINSURANCE GROUP OF AMER
2.37%
SNAP ON
2.36%
GATX
2.32%
RAYMOND JAMES
2.27%
VALMONT INDUSTRS
2.20%
ALBEMARLE
2.07%
CVMC
CORNING
1.02%
WESTERN DIGITAL
0.84%
VERTIV HOLDINGS
0.82%
SEAGATE TECHNOLOGY HOLDINGS PLC
0.76%
QUANTA SERVICES
0.71%
WARNER BROS. DISCOVERY
0.71%
CUMMINS
0.69%
GENERAL MOTORS
0.63%
MARVELL TECHNOLOGY
0.59%
IE000IVNQZ81
0.58%
BAKER HUGHES
0.58%
PACCAR
0.57%
ROSS STORES
0.57%
REALTY INCOME REIT
0.55%
TRUIST FINANCIAL CORP
0.54%
Frequently asked questions about EPSB and CVMC
How have the EPSB and CVMC ETFs performed in 2026?
As of April 8, 2026, EPSB is up 12.74% year-to-date (YTD), while CVMC has returned 5%. 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 -$13M for CVMC.
Which ETF is bigger: EPSB or CVMC?
As of April 8, 2026, EPSB holds $4.48 M in assets under management (AUM), while CVMC manages $77.19 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 WOODWARD, MOOG and TELEDYNE TECH. CVMC holds in its top three: CORNING, WESTERN DIGITAL and VERTIV HOLDINGS.
Which ETF is more diversified: EPSB or CVMC?
EPSB holds 55 securities with 41.07% of its assets in the top 15. CVMC has 586 securities and a top 15 weight of 10.16%.
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