EPSBvsIQSMETF Comparison
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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, Finance and Technology. In contrast, IQSM's top sector exposures are Finance, Technology and Healthcare. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.16% for IQSM. EPSB is up 16.75% year-to-date (YTD) with +$3M in YTD flows. IQSM performs worse with 13.13% YTD performance, and +$186M 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
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB IQSM | +0.46%+0.79% | -3.57%-0.56% | +16.75%+13.13% | +16.73%+13.97% | n/a+61.60% | n/an/a |
| Flows | EPSB IQSM | +$3M+$64M | +$3M+$99M | +$3M+$186M | +$3M+$179M | -+$168M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB IQSM | +12.10%+12.82% | +14.66%+14.67% | n/a+17.14% | n/an/a |
| Max drawdown | EPSB IQSM | -7.97%-6.21% | -8.47%-8.92% | n/a-23.67% | n/an/a |
| Max drawdown duration | EPSB IQSM | 71d71d | 49d49d | n/a379d | n/an/a |
Trading data
EPSB | IQSM | |
Last sale 10/27/2026 at 1:30 PM | $26.65 | $39.03 |
| Previous close 10/26/2026 | $26.47 | $38.89 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EPSB
is actively managed and doesn’t replicate an indexEPSB | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
EPSB | IQSM | |
|---|---|---|
| Last price | $26.65 | $39.03 |
| 1D performance | +0.68% | +0.36% |
| AuM | $7.28 M | $425.85 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 | 56 | 244 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | October 25, 2022 |
| ESG | No | Yes |
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Exposure
Countries
EPSB
USA
96.33%
Other
3.67%
IQSM
USA
93.78%
Other
6.22%
Sectors
EPSB
Industrials
22.29%
Finance
21.62%
Technology
16.87%
Healthcare
10.49%
Non-Energy Materi.
9.68%
Other
19.04%
IQSM
Finance
22.38%
Technology
18.71%
Healthcare
16.23%
Industrials
15.33%
Non-Energy Materi.
8.44%
Other
18.91%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
37.44%
IQSM
Total weight of top 15 holdings out of 15
13.81%
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%
IQSM
Moderna, Inc.
1.78%
Revolution Medicines, Inc.
1.41%
Twilio, Inc.
1.18%
Okta, Inc.
1.07%
US Foods Holding Corp.
0.93%
nVent Electric Plc
0.89%
F5, Inc.
0.87%
Guardant Health, Inc.
0.79%
Coeur Mining, Inc.
0.76%
Roku, Inc.
0.75%
Viatris, Inc.
0.72%
TD SYNNEX Corp.
0.68%
C.H. Robinson Worldwide, Inc.
0.67%
Jones Lang LaSalle, Inc.
0.66%
Ball Corp.
0.65%
Frequently asked questions about EPSB and IQSM
How have the EPSB and IQSM ETFs performed in 2026?
As of October 26, 2026, EPSB is up 16.75% year-to-date (YTD), while IQSM has returned 13.13%. 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 +$3M in flows, compared to +$186M for IQSM.
Which ETF is more volatile: EPSB or IQSM?
Over the past year, EPSB had a volatility of 14.66%, while IQSM experienced 14.67%.
Which ETF is bigger: EPSB or IQSM?
As of October 26, 2026, EPSB holds $7.28 M in assets under management (AUM), while IQSM manages $425.85 M.
What sectors do the EPSB and IQSM ETFs invest in?
EPSB leans toward sectors like Industrials, Finance and Technology. Meanwhile, IQSM focuses on Finance, Technology and Healthcare.
What are the top holdings of the EPSB ETF and IQSM ETF?
EPSB top holdings include Moog, Inc., FormFactor, Inc. and Woodward, Inc.. IQSM holds in its top three: Moderna, Inc., Revolution Medicines, Inc. and Twilio, Inc..
Which ETF is more diversified: EPSB or IQSM?
EPSB holds 56 securities with 37.44% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 13.81%.
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