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 17.94% year-to-date (YTD) with - in YTD flows. VBR performs worse with 9.96% YTD performance, and -$366M 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 | +9.34%+8.62% | +9.77%+3.97% | +17.94%+9.96% | n/a+31.25% | n/a+58.73% | n/a+48.39% |
| Flows | EPSV VBR | -+$120M | -+$191M | --$366M | --$432M | -+$4M | -+$2.29B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSV VBR | +18.56%+15.81% | n/a+15.85% | n/a+18.12% | n/a+19.76% |
| Max drawdown | EPSV VBR | -8.98%-8.87% | n/a-8.87% | n/a-24.09% | n/a-24.09% |
| Max drawdown duration | EPSV VBR | 47d53d | n/a53d | n/a374d | n/a374d |
EPSV | VBR | |
Last sale 4/27/2026 at 1:30 PM | $28.24 | $231.62 |
| Previous close 04/27/2026 | $28.19 | $230.89 |
| Consolidated volume 04/27/2026 | ||
| 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 | $28.24 | $231.62 |
| 1D performance | +0.19% | +0.32% |
| AuM | $4.94 M | $34.80 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 | 54 | 747 |
| 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
