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. EPSB's top 3 sector exposures are Industrials, Finance and Technology. In contrast, EPSV's top sector exposures are Finance, Industrials and Technology. Both EPSB and EPSV have the same Total Expense Ratio (TER) of 0.88%. EPSB is up 16.75% year-to-date (YTD) with +$3M in YTD flows. EPSV performs better with 21.12% YTD performance, and +$751K 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 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB EPSV | +0.46%-1.23% | -3.57%-6.19% | +16.75%+21.12% | +16.73%+22.52% | n/an/a | n/an/a |
| Flows | EPSB EPSV | +$3M- | +$3M- | +$3M+$751K | +$3M+$751K | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB EPSV | +12.10%+13.83% | +14.66%+17.05% | n/an/a | n/an/a |
| Max drawdown | EPSB EPSV | -7.97%-9.89% | -8.47%-9.89% | n/an/a | n/an/a |
| Max drawdown duration | EPSB EPSV | 71d71d | 49d71d | n/an/a | n/an/a |
Trading data
EPSB | EPSV | |
Last sale 10/27/2026 at 1:30 PM | $26.65 | $29.16 |
| Previous close 10/26/2026 | $26.47 | $28.96 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
EPSB | EPSV | |
|---|---|---|
| Last price | $26.65 | $29.16 |
| 1D performance | +0.68% | +0.67% |
| AuM | $7.28 M | $5.79 M |
| E/R | 0.88% | 0.88% |
Characteristics
EPSB | EPSV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | Harbor Capital |
| Benchmark | - | - |
| N° of holdings | 56 | 59 |
| 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
96.33%
Other
3.67%
EPSV
USA
92.78%
Other
7.22%
Sectors
EPSB
Industrials
22.29%
Finance
21.62%
Technology
16.87%
Healthcare
10.49%
Non-Energy Materi.
9.68%
Other
19.04%
EPSV
Finance
31.15%
Industrials
19.07%
Technology
15.82%
Non-Energy Materi.
8.43%
Other
25.54%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
37.44%
EPSV
Total weight of top 15 holdings out of 15
35.74%
Top 15 holdings
Data as of August 31, 2026
EPSB
Moog, Inc.
3.12%
FormFactor, Inc.
2.76%
Woodward, Inc.
2.72%
Charles River Laboratories International, Inc.
2.68%
Ryder System, Inc.
2.68%
Reinsurance Group of America, Inc.
2.64%
Archrock, Inc.
2.56%
Teledyne Technologies, Inc.
2.47%
Arrow Electronics, Inc.
2.45%
CACI International, Inc.
2.26%
FirstCash Holdings, Inc.
2.25%
GATX Corp.
2.23%
BorgWarner, Inc.
2.21%
Snap-On, Inc.
2.21%
Valmont Industries, Inc.
2.19%
EPSV
Moog, Inc.
3.83%
Sanmina Corp.
3.46%
Avnet, Inc.
2.96%
Digi International, Inc.
2.50%
Advanced Energy Industries, Inc.
2.42%
Reinsurance Group of America, Inc.
2.41%
FirstCash Holdings, Inc.
2.19%
Jacobs Solutions, Inc.
2.10%
GATX Corp.
2.04%
Darling Ingredients, Inc.
2.01%
Nextpower, Inc.
1.99%
Charles River Laboratories International, Inc.
1.98%
Performance Food Group Co.
1.97%
Vornado Realty Trust
1.94%
Stifel Financial Corp.
1.93%
Frequently asked questions about EPSB and EPSV
How have the EPSB and EPSV ETFs performed in 2026?
As of October 26, 2026, EPSB is up 16.75% year-to-date (YTD), while EPSV has returned 21.12%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSB or EPSV?
Year-to-date, the EPSB ETF saw +$3M in flows, compared to +$751K for EPSV.
Which ETF is more volatile: EPSB or EPSV?
Over the past year, EPSB had a volatility of 14.66%, while EPSV experienced 17.05%.
Which ETF is bigger: EPSB or EPSV?
As of October 26, 2026, EPSB holds $7.28 M in assets under management (AUM), while EPSV manages $5.79 M.
What sectors do the EPSB and EPSV ETFs invest in?
EPSB leans toward sectors like Industrials, Finance and Technology. Meanwhile, EPSV focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSB ETF and EPSV ETF?
EPSB top holdings include Moog, Inc., FormFactor, Inc. and Woodward, Inc.. EPSV holds in its top three: Moog, Inc., Sanmina Corp. and Avnet, Inc..
Which ETF is more diversified: EPSB or EPSV?
EPSB holds 56 securities with 37.44% of its assets in the top 15. EPSV has 59 securities and a top 15 weight of 35.74%.
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Latest news about EPSB & EPSV
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