EPSBvsIQSMETF Comparison
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 8.64% year-to-date (YTD) with - in YTD flows. IQSM performs worse with 1.38% YTD performance, and +$74M 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.
EPSB vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB IQSM | -4.64%-5.02% | +6.99%+0.45% | +8.64%+1.38% | n/a+13.93% | n/a+34.54% | n/an/a |
| Flows | EPSB IQSM | -+$13M | -+$74M | -+$74M | -+$52M | -+$233M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB IQSM | +16.54%+17.60% | n/a+20.49% | n/a+17.43% | n/an/a |
| Max drawdown | EPSB IQSM | -8.47%-8.92% | n/a-13.96% | n/a-23.67% | n/an/a |
| Max drawdown duration | EPSB IQSM | 36d35d | n/a37d | n/a379d | n/an/a |
EPSB | IQSM | |
Last sale 4/6/2026 at 1:30 PM | $24.72 | $35.10 |
| Previous close 04/06/2026 | $24.64 | $35.03 |
| Consolidated volume 04/06/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPSB | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPSB | IQSM | |
|---|---|---|
| Last price | $24.72 | $35.10 |
| 1D performance | +0.34% | +0.19% |
| AuM | $4.31 M | $281.15 M |
| E/R | 0.88% | 0.16% |
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 | 55 | 218 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | October 25, 2022 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
