Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
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 6.9% year-to-date (YTD) with - in YTD flows. AFMC performs worse with 4.33% YTD performance, and +$35M 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.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV AFMC | -4.77%-4.14% | +6.52%+2.89% | +6.90%+4.33% | n/a+19.41% | n/a+62.57% | n/a+56.78% |
| Flows | EPSV AFMC | -+$20M | -+$35M | -+$35M | -+$80M | -+$120M | -+$119M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV AFMC | +17.88%+14.82% | n/a+19.46% | n/a+17.77% | n/a+19.50% |
| Max drawdown | EPSV AFMC | -6.93%-5.13% | n/a-13.21% | n/a-21.83% | n/a-25.69% |
| Max drawdown duration | EPSV AFMC | 15d16d | n/a46d | n/a289d | n/a752d |
EPSV | AFMC | |
Last sale 3/11/2026 at 1:30 PM | $25.44 | $35.92 |
| Previous close 03/10/2026 | $25.44 | $35.92 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
EPSV | AFMC | |
|---|---|---|
| Last price | $25.44 | $35.92 |
| 1D performance | +0.00% | +0.02% |
| AuM | $4.47 M | $134.67 M |
| E/R | 0.88% | 0.65% |
EPSV | AFMC | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | First Trust |
| Benchmark | - | - |
| N° of holdings | 55 | 258 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | December 3, 2019 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
