EPSVvsSDVDETF Comparison
VS
ETF 2
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
This fund is part of
Options Strategies
-0.24%
Harbor SMID Cap Value ETF (EPSV) belongs to the US Multi-Factor segment. FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is part of the Options Strategies 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 0.85% for SDVD. EPSV is up 25.85% year-to-date (YTD) with +$751K in YTD flows. SDVD performs worse with 15.99% YTD performance, and +$157M in YTD flows. Run a side-by-side ETF comparison of EPSV and SDVD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EPSV vs SDVD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV SDVD | -3.80%-3.59% | +0.91%+5.28% | +25.85%+15.99% | +29.43%+16.01% | n/a+54.66% | n/an/a |
| Flows | EPSV SDVD | -+$32M | +$746K+$61M | +$751K+$157M | +$751K+$281M | -+$861M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV SDVD | +15.80%+11.00% | +17.51%+13.51% | n/a+17.94% | n/an/a |
| Max drawdown | EPSV SDVD | -6.37%-5.15% | -8.98%-8.60% | n/a-24.78% | n/an/a |
| Max drawdown duration | EPSV SDVD | 23d31d | 47d49d | n/a403d | n/an/a |
Trading data
EPSV | SDVD | |
Last sale 9/9/2026 at 1:30 PM | $29.82 | $22.62 |
| Previous close 09/08/2026 | $30.11 | $22.82 |
| Consolidated volume 09/08/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/9/2026 at 1:30 PM
Live
Closed
EPSV | SDVD | |
|---|---|---|
| Last price | $29.82 | $22.62 |
| 1D performance | -0.97% | -0.88% |
| AuM | $6.02 M | $928.92 M |
| E/R | 0.88% | 0.85% |
Characteristics
EPSV | SDVD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Harbor Capital | First Trust |
| Benchmark | - | - |
| N° of holdings | 59 | 173 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | August 9, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
EPSV
USA
92.62%
Other
7.38%
SDVD
USA
94.41%
Other
5.59%
Sectors
EPSV
Finance
30.41%
Industrials
19.79%
Technology
15.36%
Non-Energy Materi.
9.15%
Other
25.3%
SDVD
Finance
35.57%
Industrials
21.43%
Technology
9.1%
Non-Energy Materi.
8.32%
Other
25.58%
Advertisement
Diversification
EPSV
Total weight of top 15 holdings out of 15
34.99%
SDVD
Total weight of top 15 holdings out of 15
15.19%
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%
SDVD
National HealthCare Corp.
1.30%
First BanCorp (Puerto Rico)
1.04%
Comfort Systems USA, Inc.
1.03%
Interactive Brokers Group, Inc.
1.02%
EnerSys
1.02%
PriceSmart, Inc.
1.00%
Watts Water Technologies, Inc.
1.00%
The Hanover Insurance Group, Inc.
0.98%
Assurant, Inc.
0.98%
OFG Bancorp
0.98%
Applied Industrial Technologies, Inc.
0.98%
Reinsurance Group of America, Inc.
0.97%
Williams-Sonoma, Inc.
0.97%
UMB Financial Corp.
0.97%
Interparfums, Inc.
0.95%
Frequently asked questions about EPSV and SDVD
How have the EPSV and SDVD ETFs performed in 2026?
As of September 8, 2026, EPSV is up 25.85% year-to-date (YTD), while SDVD has returned 15.99%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or SDVD?
Year-to-date, the EPSV ETF saw +$751K in flows, compared to +$157M for SDVD.
Which ETF is more volatile: EPSV or SDVD?
Over the past year, EPSV had a volatility of 17.51%, while SDVD experienced 13.51%.
Which ETF is bigger: EPSV or SDVD?
As of September 8, 2026, EPSV holds $6.02 M in assets under management (AUM), while SDVD manages $928.92 M.
What sectors do the EPSV and SDVD ETFs invest in?
EPSV leans toward sectors like Finance, Industrials and Technology. Meanwhile, SDVD focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSV ETF and SDVD ETF?
EPSV top holdings include Moog, Inc., Sanmina Corp. and Digi International, Inc.. SDVD holds in its top three: National HealthCare Corp., First BanCorp (Puerto Rico) and Comfort Systems USA, Inc..
Which ETF is more diversified: EPSV or SDVD?
EPSV holds 59 securities with 34.99% of its assets in the top 15. SDVD has 173 securities and a top 15 weight of 15.19%.
Advertisement
Latest news about EPSV & SDVD
Advertisement
Advertisement
