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EPSVvsEZMETF Comparison

ETF 1

EPSV

Harbor SMID Cap Value ETF

This fund is part of

US Multi-Factor

+0.05%

Full EPSV fund page

VS

ETF 2

EZM

WisdomTree U.S. MidCap Fund

This fund is part of

US Mid Cap

+0%

Full EZM fund page

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 17.73% year-to-date (YTD) with - in YTD flows. EZM performs worse with 6.96% YTD performance, and +$7M 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

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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 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EPSV EZM	+13.01%+8.52%	+9.41%+2.73%	+17.73%+6.96%	+46.08%+25.44%	n/a+50.60%	n/a+42.25%
Flows	EPSV EZM	--$7M	--$4M	-+$7M	+$4M-$20M	--$115M	--$106M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EPSV EZM	+18.53%+15.75%	+17.99%+15.32%	n/a+18.59%	n/a+20.41%
Max drawdown	EPSV EZM	-8.98%-8.88%	-8.98%-8.88%	n/a-23.35%	n/a-23.35%
Max drawdown duration	EPSV EZM	47d65d	47d65d	n/a372d	n/a372d

Trading data

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	EPSV	EZM
Last sale 4/30/2026 at 1:30 PM	$28.47	$72.37
Previous close 04/29/2026	$27.99	$71.24
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 29, 2026

1-year trailing difference

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EPSV

is actively managed and doesn’t replicate an index

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	EPSV	EZM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

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

Live

Closed

	EPSV	EZM
Last price	$28.47	$72.37
1D performance	+1.72%	+1.59%
AuM	$4.93 M	$871.97 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	54	471
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 1, 2025	February 23, 2007
ESG	No	No

More EPSV data on Trackinsight

More EZM data on Trackinsight

Exposure

Countries

EPSV

USA

85.79%

Other

14.21%

EZM

USA

94.13%

Other

5.87%

Sectors

EPSV

Industrials

23.53%

Information Techn.

21.29%

Financials

16.78%

Real Estate

7.67%

Other

30.74%

EZM

Financials

17.4%

Consumer Discreti.

15.02%

Industrials

14.61%

Information Techn.

9.9%

Health Care

8.96%

Other

34.11%

Diversification

EPSV

Total weight of top 15 holdings out of 15

41.19%

EZM

Total weight of top 15 holdings out of 15

11.33%

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%

EZM

VIATRIS INC

1.29%

CF INDUSTRIES HOLDINGS

1.20%

APA CORPORATION

1.05%

OVINTIV INC

0.88%

RENAISSANCERE

0.80%

AES

0.74%

PILGRIM'S PRIDE

0.66%

ALCOA CORP

0.66%

MATADOR RESOURCES

0.61%

JACKSON FINANCIAL INC

0.60%

BORGWARNER

0.60%

ALBERTSONS COMPANIES

0.59%

US71424F1057

0.59%

US8322482071

0.54%

TD SYNNEX

0.53%

Frequently asked questions about EPSV and EZM

How have the EPSV and EZM ETFs performed in 2026?

As of April 28, 2026, EPSV is up 17.73% year-to-date (YTD), while EZM has returned 6.96%. 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 +$7M for EZM.

Which ETF is more volatile: EPSV or EZM?

Over the past year, EPSV had a volatility of 17.99%, while EZM experienced 15.32%.

Which ETF is bigger: EPSV or EZM?

As of April 28, 2026, EPSV holds $4.93 M in assets under management (AUM), while EZM manages $871.97 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 ADVANCED ENERGY INDUSTRIES, FLEX LTD and MOOG. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and APA CORPORATION.

Which ETF is more diversified: EPSV or EZM?

EPSV holds 54 securities with 41.19% of its assets in the top 15. EZM has 509 securities and a top 15 weight of 11.33%.

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

May 5, 2025

EPSV

EPSVvsEZMETF Comparison

Harbor SMID Cap Value ETF

WisdomTree U.S. MidCap Fund

EPSV vs EZM 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 EZM ETFs performed in 2026?

As of April 28, 2026, EPSV is up 17.73% year-to-date (YTD), while EZM has returned 6.96%. 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 +$7M for EZM.

Which ETF is more volatile: EPSV or EZM?

Over the past year, EPSV had a volatility of 17.99%, while EZM experienced 15.32%.

Which ETF is bigger: EPSV or EZM?

As of April 28, 2026, EPSV holds $4.93 M in assets under management (AUM), while EZM manages $871.97 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 ADVANCED ENERGY INDUSTRIES, FLEX LTD and MOOG. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and APA CORPORATION.

Which ETF is more diversified: EPSV or EZM?

EPSV holds 54 securities with 41.19% of its assets in the top 15. EZM has 509 securities and a top 15 weight of 11.33%.

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

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