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EPSBvsOUSMETF Comparison

ETF 1

EPSB

Harbor SMID Cap Core ETF

This fund is part of

US Multi-Factor

-1.31%

Full EPSB fund page

VS

ETF 2

OUSM

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

This fund is part of

US Multi-Factor

-1.31%

Full OUSM fund page

Harbor SMID Cap Core ETF (EPSB) and ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) belong to the same industry segment: US Multi-Factor. EPSB's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, OUSM's top sector exposures are Industrials, Financials and Consumer Discretionary. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.48% for OUSM. EPSB is up 17.19% year-to-date (YTD) with - in YTD flows. OUSM performs worse with 7.46% YTD performance, and -$78M in YTD flows. Run a side-by-side ETF comparison of EPSB and OUSM 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 OUSM 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 06/10/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EPSB OUSM	-1.19%+0.45%	+8.35%+4.19%	+17.19%+7.46%	+25.58%+11.15%	n/a+38.24%	n/a+43.91%
Flows	EPSB OUSM	--$14M	--$54M	--$78M	+$584K-$101M	-+$473M	-+$572M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EPSB OUSM	+17.10%+12.90%	+15.29%+13.13%	n/a+15.01%	n/a+16.51%
Max drawdown	EPSB OUSM	-3.97%-4.29%	-8.47%-9.24%	n/a-19.49%	n/a-19.49%
Max drawdown duration	EPSB OUSM	19d29d	49d118d	n/a435d	n/a435d

Trading data

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	EPSB	OUSM
Last sale 6/11/2026 at 1:46 PM	$26.63
Previous close 06/10/2026	$26.63
Consolidated volume 06/10/2026
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	OUSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/11/2026 at 1:46 PM

Live

Closed

	EPSB	OUSM
Last price	$26.63	–
1D performance	+0.00%	–
AuM	$4.65 M	$877.81 M
E/R	0.88%	0.48%

Characteristics

	EPSB	OUSM
Management strategy	Active	Passive
Provider	Harbor Capital	O'Shares
Benchmark	-	O’Shares U.S. Small-Cap Quality Dividend Index
N° of holdings	54	105
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2025	December 30, 2016
ESG	No	No

More EPSB data on Trackinsight

More OUSM data on Trackinsight

Exposure

Countries

EPSB

USA

96.45%

Other

3.55%

OUSM

USA

90.75%

Other

9.25%

Sectors

EPSB

Industrials

32.24%

Information Techn.

21.46%

Financials

13.68%

Materials

8.23%

Other

24.39%

OUSM

Industrials

23.28%

Financials

19.12%

Consumer Discreti.

17.75%

Information Techn.

17.03%

Health Care

8.86%

Other

13.96%

Diversification

EPSB

Total weight of top 15 holdings out of 15

41.52%

OUSM

Total weight of top 15 holdings out of 15

34.23%

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%

OUSM

NATIONAL HEALTHCARE

2.93%

TD SYNNEX

2.90%

AVNET

2.86%

ROYALTY PHARMA

2.68%

ALLISON TRANSMISSION HOLDINGS

2.22%

LINCOLN ELECTRIC HOLDINGS

2.15%

WESTERN UNION

2.15%

DONALDSON

2.14%

NEW YORK TIMES

2.11%

SEI INVESTMENTS

2.06%

ITT

2.03%

PRIMERICA

2.03%

RADIAN

2.01%

ESSENT GROUP LTD

1.99%

MGIC INVESTMENT

1.97%

Frequently asked questions about EPSB and OUSM

How have the EPSB and OUSM ETFs performed in 2026?

As of June 10, 2026, EPSB is up 17.19% year-to-date (YTD), while OUSM has returned 7.46%. That puts EPSB better performer ahead so far this year.

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

Year-to-date, the EPSB ETF saw - in flows, compared to -$78M for OUSM.

Which ETF is more volatile: EPSB or OUSM?

Over the past year, EPSB had a volatility of 15.29%, while OUSM experienced 13.13%.

Which ETF is bigger: EPSB or OUSM?

As of June 10, 2026, EPSB holds $4.65 M in assets under management (AUM), while OUSM manages $877.81 M.

What sectors do the EPSB and OUSM ETFs invest in?

EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, OUSM focuses on Industrials, Financials and Consumer Discretionary.

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

EPSB top holdings include FORMFACTOR, WOODWARD and ARCHROCK. OUSM holds in its top three: NATIONAL HEALTHCARE, TD SYNNEX and AVNET.

Which ETF is more diversified: EPSB or OUSM?

EPSB holds 54 securities with 41.52% of its assets in the top 15. OUSM has 105 securities and a top 15 weight of 34.23%.

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

May 5, 2025

EPSB

EPSBvsOUSMETF Comparison

Harbor SMID Cap Core ETF

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

EPSB vs OUSM 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 OUSM ETFs performed in 2026?

As of June 10, 2026, EPSB is up 17.19% year-to-date (YTD), while OUSM has returned 7.46%. That puts EPSB better performer ahead so far this year.

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

Year-to-date, the EPSB ETF saw - in flows, compared to -$78M for OUSM.

Which ETF is more volatile: EPSB or OUSM?

Over the past year, EPSB had a volatility of 15.29%, while OUSM experienced 13.13%.

Which ETF is bigger: EPSB or OUSM?

As of June 10, 2026, EPSB holds $4.65 M in assets under management (AUM), while OUSM manages $877.81 M.

What sectors do the EPSB and OUSM ETFs invest in?

EPSB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, OUSM focuses on Industrials, Financials and Consumer Discretionary.

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

EPSB top holdings include FORMFACTOR, WOODWARD and ARCHROCK. OUSM holds in its top three: NATIONAL HEALTHCARE, TD SYNNEX and AVNET.

Which ETF is more diversified: EPSB or OUSM?

EPSB holds 54 securities with 41.52% of its assets in the top 15. OUSM has 105 securities and a top 15 weight of 34.23%.

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

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