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EPSVvsNBSMETF Comparison
Harbor SMID Cap Value ETF (EPSV) and Neuberger Berman Small-Mid Cap ETF (NBSM) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.75% for NBSM. EPSV is up 6.65% year-to-date (YTD) with - in YTD flows. NBSM performs worse with 1.95% YTD performance, and +$12M in YTD flows. Run a side-by-side ETF comparison of EPSV and NBSM 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 NBSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV NBSM | -5.42%-6.24% | +2.69%-0.98% | +6.65%+1.95% | n/a+8.01% | n/an/a | n/an/a |
| Flows | EPSV NBSM | -+$10M | -+$21M | -+$12M | --$3M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV NBSM | +17.16%+14.08% | n/a+19.64% | n/an/a | n/an/a |
| Max drawdown | EPSV NBSM | -6.93%-6.24% | n/a-14.07% | n/an/a | n/an/a |
| Max drawdown duration | EPSV NBSM | 17d28d | n/a46d | n/an/a | n/an/a |
EPSV | NBSM | |
Last sale 3/13/2026 at 1:30 PM | $25.18 | $25.35 |
| Previous close 03/12/2026 | $25.12 | $25.20 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
EPSV | NBSM | |
|---|---|---|
| Last price | $25.18 | $25.35 |
| 1D performance | +0.24% | +0.60% |
| AuM | $4.46 M | $215.07 M |
| E/R | 0.88% | 0.75% |
EPSV | NBSM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | Neuberger Berman |
| Benchmark | - | - |
| N° of holdings | 55 | 65 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | March 21, 2024 |
| ESG | No | Yes |
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 NBSM ETFs performed in 2026?
As of March 11, 2026, EPSV is up 6.65% year-to-date (YTD), while NBSM has returned 1.95%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or NBSM?
Year-to-date, the EPSV ETF saw - in flows, compared to +$12M for NBSM.
Which ETF is bigger: EPSV or NBSM?
As of March 11, 2026, EPSV holds $4.46 M in assets under management (AUM), while NBSM manages $215.07 M.
What sectors do the EPSV and NBSM ETFs invest in?
EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, NBSM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EPSV ETF and NBSM ETF?
EPSV top holdings include FLEX LTD, ADVANCED ENERGY INDUSTRIES and MOOG. NBSM holds in its top three: VALMONT INDUSTRS, LITTELFUSE and ARCOSA INC.
Which ETF is more diversified: EPSV or NBSM?
EPSV holds 55 securities with 40.26% of its assets in the top 15. NBSM has 65 securities and a top 15 weight of 31.3%.
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