EPSBvsEPSVETF Comparison
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Harbor SMID Cap Core ETF (EPSB) and Harbor SMID Cap Value ETF (EPSV) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. Both EPSB and EPSV have the same Total Expense Ratio (TER) of 0.88%. EPSB is up 9.08% year-to-date (YTD) with - in YTD flows. EPSV performs worse with 8.07% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of EPSB and EPSV 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 EPSV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/06/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB EPSV | +0.53%+1.81% | +4.21%+3.82% | +9.08%+8.07% | n/an/a | n/an/a | n/an/a |
| Flows | EPSB EPSV | -- | -- | -- | -- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB EPSV | +16.16%+19.04% | n/an/a | n/an/a | n/an/a |
| Max drawdown | EPSB EPSV | -8.47%-8.98% | n/an/a | n/an/a | n/an/a |
| Max drawdown duration | EPSB EPSV | 40d43d | n/an/a | n/an/a | n/an/a |
Trading data
EPSB | EPSV | |
Last sale 4/8/2026 at 1:30 PM | $25.57 | $26.81 |
| Previous close 04/07/2026 | $24.77 | $26.01 |
| Consolidated volume 04/07/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/8/2026 at 1:30 PM
Live
Closed
EPSB | EPSV | |
|---|---|---|
| Last price | $25.57 | $26.81 |
| 1D performance | +3.23% | +3.08% |
| AuM | $4.33 M | $4.52 M |
| E/R | 0.88% | 0.88% |
Characteristics
EPSB | EPSV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | Harbor Capital |
| Benchmark | - | - |
| N° of holdings | 55 | 54 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | May 1, 2025 |
| ESG | No | No |
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Exposure
Countries
EPSB
USA
97.41%
Other
2.59%
EPSV
USA
86.81%
Other
13.19%
Sectors
EPSB
Industrials
34.09%
Information Techn.
18.46%
Financials
13.55%
Health Care
8.67%
Materials
8.24%
Other
16.99%
EPSV
Industrials
25.1%
Information Techn.
21.35%
Financials
16.36%
Real Estate
7.88%
Other
29.31%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
41.07%
EPSV
Total weight of top 15 holdings out of 15
41.06%
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%
EPSV
ADVANCED ENERGY INDUSTRIES
4.75%
MOOG
3.81%
FLEX LTD
3.76%
SANMINA CORP
3.34%
DIGI INTERNATIONAL
3.00%
DARLING INGREDIENTS INC
2.73%
HUNTINGTON INGALLS INDUSTRIES
2.31%
REINSURANCE GROUP OF AMER
2.25%
GATX
2.19%
PERFORMANCE FOOD GROUP
2.19%
NOV INC
2.18%
AVNET
2.16%
CBRE GROUP
2.16%
FIRSTCASH HOLDINGS INC
2.13%
POPULAR
2.10%
Frequently asked questions about EPSB and EPSV
How have the EPSB and EPSV ETFs performed in 2026?
As of April 6, 2026, EPSB is up 9.08% year-to-date (YTD), while EPSV has returned 8.07%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: EPSB or EPSV?
Year-to-date, the EPSB ETF saw - in flows, compared to - for EPSV.
Which ETF is bigger: EPSB or EPSV?
As of April 6, 2026, EPSB holds $4.33 M in assets under management (AUM), while EPSV manages $4.52 M.
What sectors do the EPSB and EPSV ETFs invest in?
EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, EPSV focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EPSB ETF and EPSV ETF?
EPSB top holdings include WOODWARD, MOOG and TELEDYNE TECH. EPSV holds in its top three: ADVANCED ENERGY INDUSTRIES, MOOG and FLEX LTD.
Which ETF is more diversified: EPSB or EPSV?
EPSB holds 55 securities with 41.07% of its assets in the top 15. EPSV has 54 securities and a top 15 weight of 41.06%.
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Latest news about EPSB & EPSV
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