EPSVvsSDVYETF Comparison
VS
ETF 2
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
This fund is part of
US High Dividend
+0.46%
Harbor SMID Cap Value ETF (EPSV) belongs to the US Multi-Factor segment. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is part of the US High Dividend 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 0.58% for SDVY. EPSV is up 25.09% year-to-date (YTD) with +$751K in YTD flows. SDVY performs worse with 10.93% YTD performance, and +$788M in YTD flows. Run a side-by-side ETF comparison of EPSV and SDVY 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 SDVY 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 SDVY | -5.08%-4.80% | -1.55%+2.78% | +25.09%+10.93% | +28.50%+12.74% | n/a+53.41% | n/a+60.01% |
| Flows | EPSV SDVY | -+$60M | -+$172M | +$751K+$788M | +$751K+$1.27B | -+$7.75B | -+$8.93B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV SDVY | +14.52%+11.69% | +17.48%+14.44% | n/a+18.81% | n/a+20.76% |
| Max drawdown | EPSV SDVY | -7.16%-5.81% | -8.98%-9.22% | n/a-26.11% | n/a-26.11% |
| Max drawdown duration | EPSV SDVY | 26d37d | 47d61d | n/a406d | n/a406d |
Trading data
EPSV | SDVY | |
Last sale 9/11/2026 at 1:30 PM | $29.92 | $42.67 |
| Previous close 09/10/2026 | $29.58 | $42.33 |
| 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 | SDVY | |
|---|---|---|
| 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 | SDVY | |
|---|---|---|
| Last price | $29.92 | $42.67 |
| 1D performance | +1.15% | +0.80% |
| AuM | $5.98 M | $11.25 B |
| E/R | 0.88% | 0.58% |
Characteristics
EPSV | SDVY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | First Trust |
| Benchmark | - | Nasdaq US SMID Cap Rising Dividend Achievers Index |
| N° of holdings | 59 | 173 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | November 1, 2017 |
| ESG | No | No |
Exposure
Countries
EPSV
USA
92.62%
Other
7.38%
SDVY
USA
95.2%
Other
4.8%
Sectors
EPSV
Finance
30.41%
Industrials
19.79%
Technology
15.36%
Non-Energy Materi.
9.15%
Other
25.3%
SDVY
Finance
35.84%
Industrials
21.61%
Technology
9.2%
Non-Energy Materi.
8.37%
Other
24.98%
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Diversification
EPSV
Total weight of top 15 holdings out of 15
34.99%
SDVY
Total weight of top 15 holdings out of 15
15.31%
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%
SDVY
National HealthCare Corp.
1.31%
First BanCorp (Puerto Rico)
1.05%
Comfort Systems USA, Inc.
1.04%
EnerSys
1.03%
Interactive Brokers Group, Inc.
1.03%
PriceSmart, Inc.
1.01%
Watts Water Technologies, Inc.
1.00%
The Hanover Insurance Group, Inc.
0.99%
Assurant, Inc.
0.99%
Applied Industrial Technologies, Inc.
0.99%
Williams-Sonoma, Inc.
0.98%
UMB Financial Corp.
0.98%
Reinsurance Group of America, Inc.
0.98%
OFG Bancorp
0.97%
Interparfums, Inc.
0.96%
Frequently asked questions about EPSV and SDVY
How have the EPSV and SDVY ETFs performed in 2026?
As of September 11, 2026, EPSV is up 25.09% year-to-date (YTD), while SDVY has returned 10.93%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or SDVY?
Year-to-date, the EPSV ETF saw +$751K in flows, compared to +$788M for SDVY.
Which ETF is more volatile: EPSV or SDVY?
Over the past year, EPSV had a volatility of 17.48%, while SDVY experienced 14.44%.
Which ETF is bigger: EPSV or SDVY?
As of September 11, 2026, EPSV holds $5.98 M in assets under management (AUM), while SDVY manages $11.25 B.
What sectors do the EPSV and SDVY ETFs invest in?
EPSV leans toward sectors like Finance, Industrials and Technology. Meanwhile, SDVY focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSV ETF and SDVY ETF?
EPSV top holdings include Moog, Inc., Sanmina Corp. and Digi International, Inc.. SDVY holds in its top three: National HealthCare Corp., First BanCorp (Puerto Rico) and Comfort Systems USA, Inc..
Which ETF is more diversified: EPSV or SDVY?
EPSV holds 59 securities with 34.99% of its assets in the top 15. SDVY has 173 securities and a top 15 weight of 15.31%.
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