EPSVvsVBETF Comparison
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Harbor SMID Cap Value ETF (EPSV) belongs to the US Multi-Factor segment. Vanguard Morningstar Small-Cap ETF (VB) is part of the US Small Cap segment. EPSV's top 3 sector exposures are Finance, Industrials and Technology. In contrast, VB's top sector exposures are Finance, Technology and Industrials. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.03% for VB. EPSV is up 21.12% year-to-date (YTD) with +$751K in YTD flows. VB performs worse with 12.97% YTD performance, and +$924M in YTD flows. Run a side-by-side ETF comparison of EPSV and VB 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 VB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV VB | -1.23%+0.70% | -6.19%-2.55% | +21.12%+12.97% | +22.52%+12.46% | n/a+69.71% | n/a+35.10% |
| Flows | EPSV VB | -+$181M | -+$182M | +$751K+$924M | +$751K+$783M | -+$9.51B | -+$13.05B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV VB | +13.83%+13.00% | +17.05%+15.72% | n/a+18.53% | n/a+20.54% |
| Max drawdown | EPSV VB | -9.89%-7.96% | -9.89%-8.96% | n/a-25.25% | n/a-28.14% |
| Max drawdown duration | EPSV VB | 71d71d | 71d48d | n/a296d | n/a980d |
Trading data
EPSV | VB | |
Last sale 10/27/2026 at 1:30 PM | $28.99 | $290.51 |
| Previous close 10/26/2026 | $28.96 | $288.57 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EPSV
is actively managed and doesn’t replicate an indexEPSV | VB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
EPSV | VB | |
|---|---|---|
| Last price | $28.99 | $290.51 |
| 1D performance | +0.09% | +0.67% |
| AuM | $5.79 M | $78.10 B |
| E/R | 0.88% | 0.03% |
Characteristics
EPSV | VB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | Vanguard |
| Benchmark | - | CRSP U.S. Small Cap Index |
| N° of holdings | 59 | 1291 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | January 26, 2004 |
| ESG | No | No |
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Exposure
Countries
EPSV
USA
92.78%
Other
7.22%
VB
USA
95.23%
Other
4.77%
Sectors
EPSV
Finance
31.15%
Industrials
19.07%
Technology
15.82%
Non-Energy Materi.
8.43%
Other
25.54%
VB
Finance
21.78%
Technology
14.86%
Industrials
14.57%
Healthcare
13.45%
Non-Energy Materi.
8.44%
Other
26.9%
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Diversification
EPSV
Total weight of top 15 holdings out of 15
35.74%
VB
Total weight of top 15 holdings out of 15
6.19%
Top 15 holdings
Data as of August 31, 2026
EPSV
Moog, Inc.
3.83%
Sanmina Corp.
3.46%
Avnet, Inc.
2.96%
Digi International, Inc.
2.50%
Advanced Energy Industries, Inc.
2.42%
Reinsurance Group of America, Inc.
2.41%
FirstCash Holdings, Inc.
2.19%
Jacobs Solutions, Inc.
2.10%
GATX Corp.
2.04%
Darling Ingredients, Inc.
2.01%
Nextpower, Inc.
1.99%
Charles River Laboratories International, Inc.
1.98%
Performance Food Group Co.
1.97%
Vornado Realty Trust
1.94%
Stifel Financial Corp.
1.93%
VB
Moderna, Inc.
0.62%
Natera, Inc.
0.54%
Revolution Medicines, Inc.
0.51%
Credo Technology Group Holding Ltd.
0.46%
Twilio, Inc.
0.44%
EMCOR Group, Inc.
0.40%
Jabil, Inc.
0.40%
TechnipFMC plc
0.38%
Illumina, Inc.
0.38%
Everpure, Inc.
0.36%
Okta, Inc.
0.36%
ATI, Inc.
0.34%
Casey's General Stores, Inc.
0.34%
Atmos Energy Corp.
0.34%
Williams-Sonoma, Inc.
0.33%
Frequently asked questions about EPSV and VB
How have the EPSV and VB ETFs performed in 2026?
As of October 26, 2026, EPSV is up 21.12% year-to-date (YTD), while VB has returned 12.97%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or VB?
Year-to-date, the EPSV ETF saw +$751K in flows, compared to +$924M for VB.
Which ETF is more volatile: EPSV or VB?
Over the past year, EPSV had a volatility of 17.05%, while VB experienced 15.72%.
Which ETF is bigger: EPSV or VB?
As of October 26, 2026, EPSV holds $5.79 M in assets under management (AUM), while VB manages $78.10 B.
What sectors do the EPSV and VB ETFs invest in?
EPSV leans toward sectors like Finance, Industrials and Technology. Meanwhile, VB focuses on Finance, Technology and Industrials.
What are the top holdings of the EPSV ETF and VB ETF?
EPSV top holdings include Moog, Inc., Sanmina Corp. and Avnet, Inc.. VB holds in its top three: Moderna, Inc., Natera, Inc. and Revolution Medicines, Inc..
Which ETF is more diversified: EPSV or VB?
EPSV holds 59 securities with 35.74% of its assets in the top 15. VB has 1302 securities and a top 15 weight of 6.19%.
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Latest news about EPSV & VB
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