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Harbor SMID Cap Value ETF (EPSV) and Harbor SMID Cap Core ETF (EPSB) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. Both EPSV and EPSB have the same Total Expense Ratio (TER) of 0.88%. EPSV is up 6.9% year-to-date (YTD) with - in YTD flows. EPSB performs better with 9.17% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of EPSV and EPSB 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 EPSB | -4.77%-3.73% | +6.52%+10.50% | +6.90%+9.17% | n/an/a | n/an/a | n/an/a |
| Flows | EPSV EPSB | -- | -+$584K | -- | -- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV EPSB | +17.88%+15.08% | n/an/a | n/an/a | n/an/a |
| Max drawdown | EPSV EPSB | -6.93%-4.83% | n/an/a | n/an/a | n/an/a |
| Max drawdown duration | EPSV EPSB | 15d12d | n/an/a | n/an/a | n/an/a |
EPSV | EPSB | |
Last sale 3/11/2026 at 1:30 PM | $25.44 | $24.54 |
| Previous close 03/10/2026 | $25.44 | $24.53 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
EPSV | EPSB | |
|---|---|---|
| Last price | $25.44 | $24.54 |
| 1D performance | +0.00% | +0.06% |
| AuM | $4.47 M | $4.33 M |
| E/R | 0.88% | 0.88% |
EPSV | EPSB | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | Harbor Capital |
| Benchmark | - | - |
| N° of holdings | 55 | 55 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | May 1, 2025 |
| 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.
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