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EPSVvsBSMCETF Comparison

ETF 1

EPSV

Harbor SMID Cap Value ETF

This fund is part of

US Multi-Factor

+0.52%

Full EPSV fund page

VS

ETF 2

BSMC

Brandes U.S. Small-Mid Cap Value ETF

This fund is part of

US Multi-Factor

+0.52%

Full BSMC fund page

Harbor SMID Cap Value ETF (EPSV) and Brandes U.S. Small-Mid Cap Value ETF (BSMC) belong to the same industry segment: US Multi-Factor. EPSV's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, BSMC's top sector exposures are Industrials, Health Care and Information Technology. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.71% for BSMC. EPSV is up 17.94% year-to-date (YTD) with - in YTD flows. BSMC performs worse with 9.83% YTD performance, and +$8M in YTD flows. Run a side-by-side ETF comparison of EPSV and BSMC 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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EPSV vs BSMC 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 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EPSV BSMC	+9.34%+6.07%	+9.77%+3.56%	+17.94%+9.83%	n/a+37.44%	n/an/a	n/an/a
Flows	EPSV BSMC	--$2M	-+$4M	-+$8M	-+$34M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EPSV BSMC	+18.56%+15.46%	n/a+14.93%	n/an/a	n/an/a
Max drawdown	EPSV BSMC	-8.98%-9.01%	n/a-9.01%	n/an/a	n/an/a
Max drawdown duration	EPSV BSMC	47d53d	n/a53d	n/an/a	n/an/a

Trading data

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	EPSV	BSMC
Last sale 4/27/2026 at 1:30 PM	$28.24	$38.35
Previous close 04/24/2026	$28.19	$38.25
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	EPSV	BSMC
Last price	$28.24	$38.35
1D performance	+0.19%	+0.28%
AuM	$4.94 M	$162.48 M
E/R	0.88%	0.71%

Characteristics

	EPSV	BSMC
Management strategy	Active	Active
Provider	Harbor Capital	Brandes
Benchmark	-	-
N° of holdings	54	62
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2025	October 3, 2023
ESG	No	No

More EPSV data on Trackinsight

More BSMC data on Trackinsight

Exposure

Countries

EPSV

USA

85.79%

Other

14.21%

BSMC

USA

87.95%

Other

12.05%

Sectors

EPSV

Industrials

23.53%

Information Techn.

21.29%

Financials

16.78%

Real Estate

7.67%

Other

30.74%

BSMC

Industrials

20.76%

Health Care

16.18%

Information Techn.

13.97%

Consumer Staples

11.6%

Financials

9.3%

Energy

7.28%

Other

20.91%

Diversification

EPSV

Total weight of top 15 holdings out of 15

41.19%

BSMC

Total weight of top 15 holdings out of 15

37.44%

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%

BSMC

INGLES MARKETS

3.17%

ELANCO ANIMAL HEALTH INC

2.87%

DRIL QUIP

2.86%

INTL FLAV & FRAG U

2.74%

DENTSPLY SIRONA

2.51%

SCHOLASTIC

2.51%

UNIFIRST

2.51%

AMDOCS

2.42%

KENNAMETAL

2.38%

IPG PHOTONICS

2.32%

NATIONAL PRESTO

2.30%

EDGEWELL PERSONAL CARE CO

2.25%

HALLIBURTON

2.20%

MEDNAX

2.19%

ZIMMER BIOMET HOLDINGS INC

2.19%

Frequently asked questions about EPSV and BSMC

How have the EPSV and BSMC ETFs performed in 2026?

As of April 24, 2026, EPSV is up 17.94% year-to-date (YTD), while BSMC has returned 9.83%. That puts EPSV better performer ahead so far this year.

Which ETF is attracting more investor money: EPSV or BSMC?

Year-to-date, the EPSV ETF saw - in flows, compared to +$8M for BSMC.

Which ETF is bigger: EPSV or BSMC?

As of April 24, 2026, EPSV holds $4.94 M in assets under management (AUM), while BSMC manages $162.48 M.

What sectors do the EPSV and BSMC ETFs invest in?

EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, BSMC focuses on Industrials, Health Care and Information Technology.

What are the top holdings of the EPSV ETF and BSMC ETF?

EPSV top holdings include ADVANCED ENERGY INDUSTRIES, FLEX LTD and MOOG. BSMC holds in its top three: INGLES MARKETS, ELANCO ANIMAL HEALTH INC and DRIL QUIP.

Which ETF is more diversified: EPSV or BSMC?

EPSV holds 54 securities with 41.19% of its assets in the top 15. BSMC has 63 securities and a top 15 weight of 37.44%.

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

May 5, 2025

EPSV

EPSVvsBSMCETF Comparison

Harbor SMID Cap Value ETF

Brandes U.S. Small-Mid Cap Value ETF

EPSV vs BSMC 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 EPSV and BSMC ETFs performed in 2026?

As of April 24, 2026, EPSV is up 17.94% year-to-date (YTD), while BSMC has returned 9.83%. That puts EPSV better performer ahead so far this year.

Which ETF is attracting more investor money: EPSV or BSMC?

Year-to-date, the EPSV ETF saw - in flows, compared to +$8M for BSMC.

Which ETF is bigger: EPSV or BSMC?

As of April 24, 2026, EPSV holds $4.94 M in assets under management (AUM), while BSMC manages $162.48 M.

What sectors do the EPSV and BSMC ETFs invest in?

EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, BSMC focuses on Industrials, Health Care and Information Technology.

What are the top holdings of the EPSV ETF and BSMC ETF?

EPSV top holdings include ADVANCED ENERGY INDUSTRIES, FLEX LTD and MOOG. BSMC holds in its top three: INGLES MARKETS, ELANCO ANIMAL HEALTH INC and DRIL QUIP.

Which ETF is more diversified: EPSV or BSMC?

EPSV holds 54 securities with 41.19% of its assets in the top 15. BSMC has 63 securities and a top 15 weight of 37.44%.

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

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