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EPSVvsVBRETF Comparison
Harbor SMID Cap Value ETF (EPSV) belongs to the US Multi-Factor segment. Vanguard Small-Cap Value ETF (VBR) is part of the US Small Cap Value segment. EPSV's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, VBR's top sector exposures are Industrials, Financials and Consumer Discretionary. EPSV is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.05% for VBR. EPSV is up 6.9% year-to-date (YTD) with - in YTD flows. VBR performs worse with 3.66% YTD performance, and -$495M in YTD flows. Run a side-by-side ETF comparison of EPSV and VBR 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 VBR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSV VBR | -4.77%-5.59% | +6.52%+2.27% | +6.90%+3.66% | n/a+19.61% | n/a+47.74% | n/a+45.35% |
| Flows | EPSV VBR | -+$11M | --$332M | --$495M | --$1.23B | --$516M | -+$2.63B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV VBR | +17.88%+14.70% | n/a+20.72% | n/a+18.39% | n/a+19.85% |
| Max drawdown | EPSV VBR | -6.93%-5.64% | n/a-14.81% | n/a-24.09% | n/a-24.09% |
| Max drawdown duration | EPSV VBR | 15d16d | n/a46d | n/a374d | n/a374d |
EPSV | VBR | |
Last sale 3/11/2026 at 1:30 PM | $25.44 | $219.35 |
| Previous close 03/10/2026 | $25.44 | $219.67 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPSV | VBR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPSV | VBR | |
|---|---|---|
| Last price | $25.44 | $219.35 |
| 1D performance | +0.00% | -0.15% |
| AuM | $4.47 M | $32.87 B |
| E/R | 0.88% | 0.05% |
EPSV | VBR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | Vanguard |
| Benchmark | - | CRSP U.S. Small Cap Value Index |
| N° of holdings | 55 | 755 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | January 26, 2004 |
| 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 VBR ETFs performed in 2026?
As of March 9, 2026, EPSV is up 6.9% year-to-date (YTD), while VBR has returned 3.66%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EPSV or VBR?
Year-to-date, the EPSV ETF saw - in flows, compared to -$495M for VBR.
Which ETF is bigger: EPSV or VBR?
As of March 9, 2026, EPSV holds $4.47 M in assets under management (AUM), while VBR manages $32.87 B.
What sectors do the EPSV and VBR ETFs invest in?
EPSV leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, VBR focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the EPSV ETF and VBR ETF?
EPSV top holdings include FLEX LTD, ADVANCED ENERGY INDUSTRIES and MOOG. VBR holds in its top three: US80004C2008, EMCOR GROUP and NRG ENERGY.
Which ETF is more diversified: EPSV or VBR?
EPSV holds 55 securities with 40.26% of its assets in the top 15. VBR has 842 securities and a top 15 weight of 8.67%.
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