EPSVvsEZMETF Comparison
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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. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.38% for EZM. EPSV is up 25.09% year-to-date (YTD) with +$751K in YTD flows. EZM performs worse with 13.09% YTD performance, and +$22M 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.
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EPSV vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV EZM | -5.08%-2.39% | -1.55%+0.91% | +25.09%+13.09% | +28.50%+13.29% | n/a+49.47% | n/a+52.03% |
| Flows | EPSV EZM | -- | -+$11M | +$751K+$22M | +$751K+$7M | --$106M | --$102M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV EZM | +14.52%+10.63% | +17.48%+13.83% | n/a+18.05% | n/a+20.12% |
| Max drawdown | EPSV EZM | -7.16%-4.15% | -8.98%-8.88% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | EPSV EZM | 26d26d | 47d65d | n/a372d | n/a372d |
Trading data
EPSV | EZM | |
Last sale 9/11/2026 at 1:30 PM | $29.92 | $75.06 |
| Previous close 09/10/2026 | $29.58 | $74.53 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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EPSV
is actively managed and doesn’t replicate an indexEPSV | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
EPSV | EZM | |
|---|---|---|
| Last price | $29.92 | $75.06 |
| 1D performance | +1.15% | +0.71% |
| AuM | $5.98 M | $934.00 M |
| E/R | 0.88% | 0.38% |
Characteristics
EPSV | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 59 | 557 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
EPSV
USA
92.62%
Other
7.38%
EZM
USA
96.21%
Other
3.79%
Sectors
EPSV
Finance
30.41%
Industrials
19.79%
Technology
15.36%
Non-Energy Materi.
9.15%
Other
25.3%
EZM
Finance
25.63%
Industrials
12.72%
Technology
11.19%
Healthcare
10.7%
Consumer Cyclical.
8.57%
Non-Energy Materi.
7.45%
Other
23.75%
Diversification
EPSV
Total weight of top 15 holdings out of 15
34.99%
EZM
Total weight of top 15 holdings out of 15
11.09%
Top 15 holdings
Data as of July 31, 2026
EPSV
Moog, Inc.
3.08%
Sanmina Corp.
2.91%
Digi International, Inc.
2.86%
Avnet, Inc.
2.58%
Popular, Inc.
2.46%
Advanced Energy Industries, Inc.
2.43%
Performance Food Group Co.
2.34%
Reinsurance Group of America, Inc.
2.25%
Nextpower, Inc.
2.22%
Vornado Realty Trust
2.10%
Stifel Financial Corp.
2.01%
Flex Ltd.
1.99%
GATX Corp.
1.97%
Acuity, Inc.
1.94%
United Bankshares, Inc. (West Virginia)
1.88%
EZM
Viatris, Inc.
1.53%
CF Industries Holdings, Inc.
0.95%
Ovintiv, Inc.
0.77%
APA Corp.
0.76%
RenaissanceRe Holdings Ltd.
0.75%
TD SYNNEX Corp.
0.72%
The AES Corp.
0.67%
DaVita, Inc.
0.66%
BorgWarner, Inc.
0.63%
SiriusXM Holdings, Inc.
0.63%
Globe Life, Inc.
0.62%
Jackson Financial, Inc.
0.62%
Franklin Resources, Inc.
0.61%
Lincoln National Corp.
0.60%
Penske Automotive Group, Inc.
0.55%
Frequently asked questions about EPSV and EZM
How have the EPSV and EZM ETFs performed in 2026?
As of September 11, 2026, EPSV is up 25.09% year-to-date (YTD), while EZM has returned 13.09%. 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 +$751K in flows, compared to +$22M for EZM.
Which ETF is more volatile: EPSV or EZM?
Over the past year, EPSV had a volatility of 17.48%, while EZM experienced 13.83%.
Which ETF is bigger: EPSV or EZM?
As of September 11, 2026, EPSV holds $5.98 M in assets under management (AUM), while EZM manages $934.00 M.
What sectors do the EPSV and EZM ETFs invest in?
EPSV leans toward sectors like Finance, Industrials and Technology. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSV ETF and EZM ETF?
EPSV top holdings include Moog, Inc., Sanmina Corp. and Digi International, Inc.. EZM holds in its top three: Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc..
Which ETF is more diversified: EPSV or EZM?
EPSV holds 59 securities with 34.99% of its assets in the top 15. EZM has 559 securities and a top 15 weight of 11.09%.
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