Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
EPSVvsOUSMETF Comparison
Harbor SMID Cap Value ETF (EPSV) and ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) belong to the same industry segment: US Multi-Factor. EPSV's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, OUSM's top sector exposures are Industrials, Financials and Consumer Discretionary. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.48% for OUSM. EPSV is up 6.65% year-to-date (YTD) with - in YTD flows. OUSM performs worse with 2.06% YTD performance, and -$24M in YTD flows. Run a side-by-side ETF comparison of EPSV and OUSM 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 OUSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV OUSM | -5.42%-6.17% | +2.69%-0.09% | +6.65%+2.06% | n/a+7.43% | n/a+39.82% | n/a+43.89% |
| Flows | EPSV OUSM | --$6M | --$27M | --$24M | --$33M | -+$565M | -+$631M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV OUSM | +17.16%+12.95% | n/a+17.25% | n/a+15.24% | n/a+16.55% |
| Max drawdown | EPSV OUSM | -6.93%-6.17% | n/a-11.91% | n/a-19.49% | n/a-19.49% |
| Max drawdown duration | EPSV OUSM | 17d28d | n/a44d | n/a435d | n/a435d |
EPSV | OUSM | |
Last sale 3/13/2026 at 1:30 PM | $25.18 | |
| Previous close 03/12/2026 | $25.12 | |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
EPSV | OUSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPSV | OUSM | |
|---|---|---|
| Last price | $25.18 | – |
| 1D performance | +0.24% | – |
| AuM | $4.46 M | $890.89 M |
| E/R | 0.88% | 0.48% |
EPSV | OUSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | O'Shares |
| Benchmark | - | O’Shares U.S. Small-Cap Quality Dividend Index |
| N° of holdings | 55 | 107 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | December 30, 2016 |
| 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 OUSM ETFs performed in 2026?
As of March 11, 2026, EPSV is up 6.65% year-to-date (YTD), while OUSM has returned 2.06%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or OUSM?
Year-to-date, the EPSV ETF saw - in flows, compared to -$24M for OUSM.
Which ETF is bigger: EPSV or OUSM?
As of March 11, 2026, EPSV holds $4.46 M in assets under management (AUM), while OUSM manages $890.89 M.
What sectors do the EPSV and OUSM ETFs invest in?
EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, OUSM focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the EPSV ETF and OUSM ETF?
EPSV top holdings include FLEX LTD, ADVANCED ENERGY INDUSTRIES and MOOG. OUSM holds in its top three: DONALDSON, NATIONAL HEALTHCARE and AVNET.
Which ETF is more diversified: EPSV or OUSM?
EPSV holds 55 securities with 40.26% of its assets in the top 15. OUSM has 107 securities and a top 15 weight of 32.68%.
Have you tried our ETF Compare tool?
Compare ETFs like a pro. Analyze fees, performance, exposure & holdings side-by-side.