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EPSVvsEZMETF Comparison
Harbor SMID Cap Value ETF (EPSV) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. EPSV's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, EZM's top sector exposures are Financials, Consumer Discretionary and Industrials. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.38% for EZM. EPSV is up 6.9% year-to-date (YTD) with - in YTD flows. EZM performs worse with 1.26% YTD performance, and +$14M in YTD flows. Run a side-by-side ETF comparison of EPSV and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EPSV vs EZM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV EZM | -4.77%-6.01% | +6.52%-0.43% | +6.90%+1.26% | n/a+14.77% | n/a+42.39% | n/a+42.12% |
| Flows | EPSV EZM | -+$3M | --$82M | -+$14M | --$28M | --$139M | --$91M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV EZM | +17.88%+14.33% | n/a+20.58% | n/a+18.93% | n/a+20.49% |
| Max drawdown | EPSV EZM | -6.93%-6.01% | n/a-14.87% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | EPSV EZM | 15d28d | n/a46d | n/a372d | n/a372d |
EPSV | EZM | |
Last sale 3/11/2026 at 1:30 PM | $25.44 | $67.55 |
| Previous close 03/10/2026 | $25.44 | $67.65 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPSV | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPSV | EZM | |
|---|---|---|
| Last price | $25.44 | $67.55 |
| 1D performance | +0.00% | -0.15% |
| AuM | $4.47 M | $834.42 M |
| E/R | 0.88% | 0.38% |
EPSV | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 55 | 819 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 23, 2007 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EPSV and EZM ETFs performed in 2026?
As of March 9, 2026, EPSV is up 6.9% year-to-date (YTD), while EZM has returned 1.26%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or EZM?
Year-to-date, the EPSV ETF saw - in flows, compared to +$14M for EZM.
Which ETF is bigger: EPSV or EZM?
As of March 9, 2026, EPSV holds $4.47 M in assets under management (AUM), while EZM manages $834.42 M.
What sectors do the EPSV and EZM ETFs invest in?
EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, EZM focuses on Financials, Consumer Discretionary and Industrials.
What are the top holdings of the EPSV ETF and EZM ETF?
EPSV top holdings include FLEX LTD, ADVANCED ENERGY INDUSTRIES and MOOG. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and AES.
Which ETF is more diversified: EPSV or EZM?
EPSV holds 55 securities with 40.26% of its assets in the top 15. EZM has 875 securities and a top 15 weight of 9.7%.
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