VBRvsEPMVETF Comparison
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Vanguard Small-Cap Value ETF (VBR) belongs to the US Small Cap Value segment. Harbor Mid Cap Value ETF (EPMV) is part of the US Mid Cap Value segment. VBR's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, EPMV's top sector exposures are Industrials, Financials and Information Technology. VBR is less expensive with a Total Expense Ratio (TER) of 0.05%, versus 0.88% for EPMV. VBR is up 10.03% year-to-date (YTD) with -$328M in YTD flows. EPMV performs better with 11.46% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of VBR and EPMV 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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VBR vs EPMV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | VBR EPMV | +6.23%+7.42% | +3.60%+4.52% | +10.03%+11.46% | +31.03%+29.76% | +57.34%n/a | +48.00%n/a |
| Flows | VBR EPMV | +$158M- | +$35M- | -$328M- | -$265M+$4M | +$50M- | +$2.33B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | VBR EPMV | +16.05%+16.82% | +15.91%+15.41% | +18.11%n/a | +19.76%n/a |
| Max drawdown | VBR EPMV | -8.87%-8.77% | -8.87%-8.77% | -24.09%n/a | -24.09%n/a |
| Max drawdown duration | VBR EPMV | 53d57d | 53d57d | 374dn/a | 374dn/a |
Trading data
VBR | EPMV | |
Last sale 5/1/2026 at 1:30 PM | $231.77 | $25.19 |
| Previous close 05/01/2026 | $232.42 | $25.36 |
| Consolidated volume 05/01/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
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EPMV
is actively managed and doesn’t replicate an indexVBR | EPMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
VBR | EPMV | |
|---|---|---|
| Last price | $231.77 | $25.19 |
| 1D performance | -0.28% | -0.66% |
| AuM | $34.86 B | $4.41 M |
| E/R | 0.05% | 0.88% |
Characteristics
VBR | EPMV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Vanguard | Harbor Capital |
| Benchmark | CRSP U.S. Small Cap Value Index | - |
| N° of holdings | 747 | 56 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 26, 2004 | May 1, 2025 |
| ESG | No | No |
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Exposure
Countries
VBR
USA
93.03%
Other
6.97%
EPMV
USA
86.17%
Other
13.83%
Sectors
VBR
Industrials
17.79%
Financials
16.54%
Consumer Discreti.
10.08%
Real Estate
8.77%
Information Techn.
8.03%
Materials
7.76%
Other
31.03%
EPMV
Industrials
17.88%
Financials
17.4%
Information Techn.
16.42%
Consumer Discreti.
12.87%
Materials
8.04%
Other
27.39%
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Diversification
VBR
Total weight of top 15 holdings out of 15
8.44%
EPMV
Total weight of top 15 holdings out of 15
37.53%
Top 15 holdings
Data as of March 31, 2026
VBR
NRG ENERGY
0.75%
ATMOS ENERGY
0.74%
TAPESTRY INC
0.69%
JABIL CIRCUIT
0.64%
UTD THERAPEUT
0.63%
FLEX LTD
0.58%
OMNICOM
0.56%
WILLIAMS SONOMA
0.53%
IE00028FXN24
0.50%
US FOODS HOLDING CORP
0.49%
CF INDUSTRIES HOLDINGS
0.48%
CH ROBINSON WW
0.48%
CH1300646267
0.48%
DUPONT DE NEMOURS INC
0.45%
MODERNA INC
0.44%
EPMV
CUMMINS
3.69%
FLEX LTD
3.65%
HUNTINGTON INGALLS INDUSTRIES
2.87%
INTERCONTINENTAL EXCHANGE INC
2.77%
SYNOPSYS
2.55%
ROYAL CARIBBEAN GROUP
2.53%
STIFEL FINANCIAL
2.47%
DARDEN RESTAURANTS
2.37%
ON SEMICONDUCTOR
2.32%
POPULAR
2.22%
CBRE GROUP
2.15%
CSX
2.03%
RAYMOND JAMES
2.01%
APPLIED MATERIAL
1.98%
REINSURANCE GROUP OF AMER
1.91%
Frequently asked questions about VBR and EPMV
How have the VBR and EPMV ETFs performed in 2026?
As of May 1, 2026, VBR is up 10.03% year-to-date (YTD), while EPMV has returned 11.46%. That puts EPMV better performer ahead so far this year.
Which ETF is attracting more investor money: VBR or EPMV?
Year-to-date, the VBR ETF saw -$328M in flows, compared to - for EPMV.
Which ETF is more volatile: VBR or EPMV?
Over the past year, VBR had a volatility of 15.91%, while EPMV experienced 15.41%.
Which ETF is bigger: VBR or EPMV?
As of May 1, 2026, VBR holds $34.86 B in assets under management (AUM), while EPMV manages $4.41 M.
What sectors do the VBR and EPMV ETFs invest in?
VBR leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, EPMV focuses on Industrials, Financials and Information Technology.
What are the top holdings of the VBR ETF and EPMV ETF?
VBR top holdings include NRG ENERGY, ATMOS ENERGY and TAPESTRY INC. EPMV holds in its top three: CUMMINS, FLEX LTD and HUNTINGTON INGALLS INDUSTRIES.
Which ETF is more diversified: VBR or EPMV?
VBR holds 835 securities with 8.44% of its assets in the top 15. EPMV has 57 securities and a top 15 weight of 37.53%.
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Latest news about VBR & EPMV
Value ETFs Shine Amid Lower-Than-Expected Inflation
July 15, 2024
VBR
Small-Cap Funds Outperform Their Large-Cap Peers
July 24, 2023
VBR
Investing in U.S. Small Cap Value ETFs
July 18, 2022
VBR
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