EPSVvsAFMCETF Comparison
VS
Harbor SMID Cap Value ETF (EPSV) and First Trust Active Factor Mid Cap ETF (AFMC) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.65% for AFMC. EPSV is up 17.94% year-to-date (YTD) with - in YTD flows. AFMC performs worse with 12.24% YTD performance, and +$40M in YTD flows. Run a side-by-side ETF comparison of EPSV and AFMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EPSV vs AFMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV AFMC | +9.34%+8.14% | +9.77%+6.69% | +17.94%+12.24% | n/a+30.93% | n/a+71.53% | n/a+58.67% |
| Flows | EPSV AFMC | -+$4M | -+$33M | -+$40M | -+$71M | -+$122M | -+$124M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV AFMC | +18.56%+17.15% | n/a+15.10% | n/a+17.73% | n/a+19.46% |
| Max drawdown | EPSV AFMC | -8.98%-8.15% | n/a-8.15% | n/a-21.83% | n/a-25.69% |
| Max drawdown duration | EPSV AFMC | 47d47d | n/a47d | n/a289d | n/a752d |
Trading data
EPSV | AFMC | |
Last sale 4/24/2026 at 1:30 PM | $28.19 | $38.58 |
| Previous close 04/24/2026 | $28.04 | $38.56 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 4/24/2026 at 1:30 PM
Live
Closed
EPSV | AFMC | |
|---|---|---|
| Last price | $28.19 | $38.58 |
| 1D performance | +0.54% | +0.05% |
| AuM | $4.94 M | $150.42 M |
| E/R | 0.88% | 0.65% |
Characteristics
EPSV | AFMC | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | First Trust |
| Benchmark | - | - |
| N° of holdings | 54 | 262 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | December 3, 2019 |
| ESG | No | No |
Advertisement
Exposure
Countries
EPSV
USA
85.79%
Other
14.21%
AFMC
USA
92.93%
Other
7.07%
Sectors
EPSV
Industrials
23.53%
Information Techn.
21.29%
Financials
16.78%
Real Estate
7.67%
Other
30.74%
AFMC
Industrials
21.47%
Information Techn.
16.45%
Financials
14.01%
Consumer Discreti.
11.91%
Health Care
9.39%
Other
26.77%
Diversification
EPSV
Total weight of top 15 holdings out of 15
41.19%
AFMC
Total weight of top 15 holdings out of 15
16.96%
Top 15 holdings
Data as of March 31, 2026
EPSV
ADVANCED ENERGY INDUSTRIES
4.78%
FLEX LTD
4.09%
MOOG
3.46%
DARLING INGREDIENTS INC
3.32%
DIGI INTERNATIONAL
3.10%
SANMINA CORP
2.92%
MURPHY OIL
2.33%
REINSURANCE GROUP OF AMER
2.23%
POPULAR
2.18%
FIRSTCASH HOLDINGS INC
2.17%
WESBANCO
2.16%
GATX
2.13%
NOV INC
2.12%
AVNET
2.12%
STIFEL FINANCIAL
2.08%
AFMC
TECHNIPFMC PLC
1.51%
CASEYS GENERAL STORES
1.41%
MUELLER INDUSTRIES
1.29%
BORGWARNER
1.24%
FEDERATED HERMES
1.22%
EXELIXIS
1.13%
RENAISSANCERE
1.10%
ALCOA CORP
1.10%
CURTISS WRIGHT
1.08%
NFG
1.07%
WOODWARD
1.04%
FLEX LTD
1.01%
AFFILIATED MANAGERS GROUP
0.94%
UTD THERAPEUT
0.93%
COMFORT SYSTEMS USA
0.89%
Frequently asked questions about EPSV and AFMC
How have the EPSV and AFMC ETFs performed in 2026?
As of April 24, 2026, EPSV is up 17.94% year-to-date (YTD), while AFMC has returned 12.24%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or AFMC?
Year-to-date, the EPSV ETF saw - in flows, compared to +$40M for AFMC.
Which ETF is bigger: EPSV or AFMC?
As of April 24, 2026, EPSV holds $4.94 M in assets under management (AUM), while AFMC manages $150.42 M.
What sectors do the EPSV and AFMC ETFs invest in?
EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, AFMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EPSV ETF and AFMC ETF?
EPSV top holdings include ADVANCED ENERGY INDUSTRIES, FLEX LTD and MOOG. AFMC holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and MUELLER INDUSTRIES.
Which ETF is more diversified: EPSV or AFMC?
EPSV holds 54 securities with 41.19% of its assets in the top 15. AFMC has 268 securities and a top 15 weight of 16.96%.
Advertisement
Latest news about EPSV & AFMC
Advertisement
Advertisement
