HSMVvsEPSVETF Comparison
First Trust Horizon Managed Volatility Small/Mid ETF
First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) belongs to the US Low Volatility segment. Harbor SMID Cap Value ETF (EPSV) is part of the US Multi-Factor segment. HSMV's top 3 sector exposures are Financials, Real Estate and Industrials. In contrast, EPSV's top sector exposures are Industrials, Information Technology and Financials. HSMV is less expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.88% for EPSV. HSMV is up 6.52% year-to-date (YTD) with - in YTD flows. EPSV performs better with 17.94% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of HSMV and EPSV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HSMV vs EPSV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HSMV EPSV | +5.39%+9.34% | +3.53%+9.77% | +6.52%+17.94% | +10.24%n/a | +30.61%n/a | +23.74%n/a |
| Flows | HSMV EPSV | -- | -- | -- | +$7M- | +$7M- | +$12M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HSMV EPSV | +11.05%+18.56% | +10.69%n/a | +13.51%n/a | +15.48%n/a |
| Max drawdown | HSMV EPSV | -7.84%-8.98% | -7.84%n/a | -15.50%n/a | -19.09%n/a |
| Max drawdown duration | HSMV EPSV | 53d47d | 53dn/a | 437dn/a | 856dn/a |
HSMV | EPSV | |
Last sale 4/28/2026 at 1:30 PM | $38.01 | $28.24 |
| Previous close 04/27/2026 | $37.97 | $28.24 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
HSMV | EPSV | |
|---|---|---|
| Last price | $38.01 | $28.24 |
| 1D performance | +0.11% | +0.00% |
| AuM | $30.30 M | $4.94 M |
| E/R | 0.8% | 0.88% |
HSMV | EPSV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | Harbor Capital |
| Benchmark | - | - |
| N° of holdings | 144 | 54 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 4, 2020 | May 1, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
