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EPSBvsIQSMETF Comparison

ETF 1

EPSB

Harbor SMID Cap Core ETF

This fund is part of

US Multi-Factor

+0.58%

Full EPSB fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.85%

Full IQSM fund page

Harbor SMID Cap Core ETF (EPSB) belongs to the US Multi-Factor segment. NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) is part of the US Mid Cap segment. EPSB's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IQSM's top sector exposures are Industrials, Information Technology and Health Care. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.16% for IQSM. EPSB is up 21.15% year-to-date (YTD) with - in YTD flows. IQSM performs worse with 12.77% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of EPSB and IQSM 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 IQSM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EPSB IQSM	+3.04%+3.72%	+13.60%+12.99%	+21.15%+12.77%	+30.44%+23.39%	n/a+45.88%	n/an/a
Flows	EPSB IQSM	--$2M	-+$27M	-+$88M	+$584K+$68M	-+$227M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EPSB IQSM	+17.47%+17.28%	+15.48%+15.36%	n/a+17.39%	n/an/a
Max drawdown	EPSB IQSM	-3.97%-3.58%	-8.47%-8.92%	n/a-23.67%	n/an/a
Max drawdown duration	EPSB IQSM	19d6d	49d49d	n/a379d	n/an/a

Trading data

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	EPSB	IQSM
Last sale 6/12/2026 at 1:30 PM	$27.47	$38.97
Previous close 06/11/2026	$27.22	$38.58
Consolidated volume 06/11/2026
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 index

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	EPSB	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	EPSB	IQSM
Last price	$27.47	$38.97
1D performance	+0.91%	+1.02%
AuM	$4.81 M	$328.31 M
E/R	0.88%	0.16%

Characteristics

	EPSB	IQSM
Management strategy	Active	Passive
Provider	Harbor Capital	New York Life Investments
Benchmark	-	NYLI Candriam U.S. Mid Cap Equity Index
N° of holdings	54	221
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2025	October 25, 2022
ESG	No	Yes

More EPSB data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

EPSB

USA

96.45%

Other

3.55%

IQSM

USA

87.47%

Other

12.53%

Sectors

EPSB

Industrials

32.24%

Information Techn.

21.46%

Financials

13.68%

Materials

8.23%

Other

24.39%

IQSM

Industrials

19.98%

Information Techn.

15.2%

Health Care

13.06%

Financials

12.78%

Consumer Discreti.

9.35%

Real Estate

8.88%

Other

20.75%

Diversification

EPSB

Total weight of top 15 holdings out of 15

41.52%

IQSM

Total weight of top 15 holdings out of 15

14.37%

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%

IQSM

TECHNIPFMC PLC

1.32%

REVOLUTION MEDICINES INC

1.12%

XPO LOGISTICS

1.11%

FABRINET

1.06%

UTD THERAPEUT

1.06%

MICHAEL STORES

1.05%

NVENT ELECTRIC PLC

0.97%

ALBEMARLE

0.95%

CH ROBINSON WW

0.91%

BURLINGTON STORES

0.85%

TWILIO

0.85%

US FOODS HOLDING CORP

0.83%

ITT

0.79%

MKS INSTRUMENTS

0.75%

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC

0.75%

Frequently asked questions about EPSB and IQSM

How have the EPSB and IQSM ETFs performed in 2026?

As of June 12, 2026, EPSB is up 21.15% year-to-date (YTD), while IQSM has returned 12.77%. That puts EPSB better performer ahead so far this year.

Which ETF is attracting more investor money: EPSB or IQSM?

Year-to-date, the EPSB ETF saw - in flows, compared to +$88M for IQSM.

Which ETF is more volatile: EPSB or IQSM?

Over the past year, EPSB had a volatility of 15.48%, while IQSM experienced 15.36%.

Which ETF is bigger: EPSB or IQSM?

As of June 12, 2026, EPSB holds $4.81 M in assets under management (AUM), while IQSM manages $328.31 M.

What sectors do the EPSB and IQSM ETFs invest in?

EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the EPSB ETF and IQSM ETF?

EPSB top holdings include FORMFACTOR, WOODWARD and ARCHROCK. IQSM holds in its top three: TECHNIPFMC PLC, REVOLUTION MEDICINES INC and XPO LOGISTICS.

Which ETF is more diversified: EPSB or IQSM?

EPSB holds 54 securities with 41.52% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 14.37%.

Harbor Capital Doubles Down on Active ETFs with Four High-Conviction Launches

May 5, 2025

EPSB

EPSBvsIQSMETF Comparison

Harbor SMID Cap Core ETF

NYLI Candriam U.S. Mid Cap Equity ETF

EPSB vs IQSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EPSB and IQSM ETFs performed in 2026?

As of June 12, 2026, EPSB is up 21.15% year-to-date (YTD), while IQSM has returned 12.77%. That puts EPSB better performer ahead so far this year.

Which ETF is attracting more investor money: EPSB or IQSM?

Year-to-date, the EPSB ETF saw - in flows, compared to +$88M for IQSM.

Which ETF is more volatile: EPSB or IQSM?

Over the past year, EPSB had a volatility of 15.48%, while IQSM experienced 15.36%.

Which ETF is bigger: EPSB or IQSM?

As of June 12, 2026, EPSB holds $4.81 M in assets under management (AUM), while IQSM manages $328.31 M.

What sectors do the EPSB and IQSM ETFs invest in?

EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the EPSB ETF and IQSM ETF?

EPSB top holdings include FORMFACTOR, WOODWARD and ARCHROCK. IQSM holds in its top three: TECHNIPFMC PLC, REVOLUTION MEDICINES INC and XPO LOGISTICS.

Which ETF is more diversified: EPSB or IQSM?

EPSB holds 54 securities with 41.52% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 14.37%.

Harbor Capital Doubles Down on Active ETFs with Four High-Conviction Launches

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