EPSBvsOUSMETF Comparison
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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, Finance and Technology. In contrast, OUSM's top sector exposures are Finance, Industrials and Technology. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.48% for OUSM. EPSB is up 16.75% year-to-date (YTD) with +$3M in YTD flows. OUSM performs worse with 12.15% YTD performance, and -$178M 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
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB OUSM | +0.46%+3.16% | -3.57%+1.54% | +16.75%+12.15% | +16.73%+10.80% | n/a+50.85% | n/a+45.21% |
| Flows | EPSB OUSM | +$3M-$13M | +$3M-$75M | +$3M-$178M | +$3M-$211M | -+$262M | -+$467M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB OUSM | +12.10%+12.42% | +14.66%+12.79% | n/a+15.04% | n/a+16.43% |
| Max drawdown | EPSB OUSM | -7.97%-8.53% | -8.47%-9.24% | n/a-19.49% | n/a-19.49% |
| Max drawdown duration | EPSB OUSM | 71d68d | 49d124d | n/a435d | n/a435d |
Trading data
EPSB | OUSM | |
Last sale 10/27/2026 at 1:30 PM | $26.65 | |
| Previous close 10/26/2026 | $26.47 | |
| 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 | OUSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
EPSB | OUSM | |
|---|---|---|
| Last price | $26.65 | – |
| 1D performance | +0.68% | – |
| AuM | $7.28 M | $809.39 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 | 56 | 109 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | December 30, 2016 |
| ESG | No | No |
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Exposure
Countries
EPSB
USA
96.33%
Other
3.67%
OUSM
USA
97.71%
Other
2.29%
Sectors
EPSB
Industrials
22.29%
Finance
21.62%
Technology
16.87%
Healthcare
10.49%
Non-Energy Materi.
9.68%
Other
19.04%
OUSM
Finance
22.56%
Industrials
18.22%
Technology
11.87%
Consumer Services
9.23%
Healthcare
8.53%
Consumer Cyclical.
8.36%
Other
21.24%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
37.44%
OUSM
Total weight of top 15 holdings out of 15
31.67%
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%
OUSM
SEI Investments Co.
2.39%
Chemed Corp.
2.34%
Texas Roadhouse, Inc.
2.22%
MGIC Investment Corp.
2.20%
Essent Group Ltd.
2.19%
Royalty Pharma Plc
2.11%
National HealthCare Corp.
2.10%
Lincoln Electric Holdings, Inc.
2.07%
Allison Transmission Holdings, Inc.
2.07%
H&R Block, Inc.
2.06%
Donaldson Co., Inc.
2.02%
Radian Group Inc.
2.00%
Encompass Health Corp.
1.97%
Primerica, Inc.
1.96%
ITT, Inc.
1.95%
Frequently asked questions about EPSB and OUSM
How have the EPSB and OUSM ETFs performed in 2026?
As of October 26, 2026, EPSB is up 16.75% year-to-date (YTD), while OUSM has returned 12.15%. 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 +$3M in flows, compared to -$178M for OUSM.
Which ETF is more volatile: EPSB or OUSM?
Over the past year, EPSB had a volatility of 14.66%, while OUSM experienced 12.79%.
Which ETF is bigger: EPSB or OUSM?
As of October 26, 2026, EPSB holds $7.28 M in assets under management (AUM), while OUSM manages $809.39 M.
What sectors do the EPSB and OUSM ETFs invest in?
EPSB leans toward sectors like Industrials, Finance and Technology. Meanwhile, OUSM focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSB ETF and OUSM ETF?
EPSB top holdings include Moog, Inc., FormFactor, Inc. and Woodward, Inc.. OUSM holds in its top three: SEI Investments Co., Chemed Corp. and Texas Roadhouse, Inc..
Which ETF is more diversified: EPSB or OUSM?
EPSB holds 56 securities with 37.44% of its assets in the top 15. OUSM has 109 securities and a top 15 weight of 31.67%.
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