Harbor SMID Cap Value ETF (EPSV) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EPSV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPSV
EPSV charges 0.88% annually. There are 36 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 67.80B | Jan 2004 | EPSV vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 691.91M | Jun 2004 | EPSV vs ISCV | |
| Vanguard Russell 2000 Value ETF | 0.06% | 1.40B | Sep 2010 | EPSV vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 2.00B | Sep 2010 | EPSV vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.91B | Sep 2000 | EPSV vs SLYV |
Best Risk-Adjusted Alternatives to EPSV
EPSV has a PortfoliosLab risk / return rank of 91. There are 16 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 94 | 1.71B | Dec 2010 | EPSV vs BSVO | |
| Pacer US Small Cap Cash Cows ETF | 94 | 3.54B | Jun 2017 | EPSV vs CALF | |
| iShares US Small Cap Value Factor ETF | 94 | 204.95M | Oct 2020 | EPSV vs SVAL | |
| iShares Russell 2000 Value ETF | 94 | 14.29B | Jul 2000 | EPSV vs IWN | |
| Vanguard Russell 2000 Value ETF | 94 | 1.40B | Sep 2010 | EPSV vs VTWV |
Top Performing EPSV Alternatives (YTD)
EPSV is at 29.30% YTD. There is 1 ETF in the Small Cap Value Equities category with a higher YTD return, going as high as 29.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 29.89% | 194.55M | Apr 2011 | EPSV vs FYT | |
| Towle Value ETF | 28.66% | 181.60M | Jul 2025 | EPSV vs TCV | |
| Invesco S&P SmallCap 600® Pure Value ETF | 28.27% | 295.69M | Mar 2006 | EPSV vs RZV | |
| Invesco S&P SmallCap 600 Revenue ETF | 27.72% | 2.06B | Feb 2008 | EPSV vs RWJ | |
| EA Bridgeway Omni Small-Cap Value ETF | 27.67% | 1.71B | Dec 2010 | EPSV vs BSVO |
Lowest Volatility Alternatives to EPSV
EPSV has 18.04% 1-year volatility. There are 33 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 11.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 11.82% | 1.13B | Aug 2021 | EPSV vs SMIG | |
| Euclidean Fundamental Value ETF | 14.06% | 136.73M | May 2023 | EPSV vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.45% | 161.61M | Oct 2023 | EPSV vs BSMC | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.59% | 1.77B | Oct 2017 | EPSV vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 14.68% | 228.06M | Apr 2011 | EPSV vs FNK |
Lowest Drawdown Alternatives to EPSV
EPSV has a 1-year max drawdown of -8.93%. There are 13 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF | -6.02% | 3.54B | Jun 2017 | EPSV vs CALF | |
| Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | EPSV vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.23M | Dec 2023 | EPSV vs SMCF | |
| Avantis US Small Cap Value ETF | -7.95% | 30.19B | Sep 2019 | EPSV vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | EPSV vs BSVO |
Other ETFs from Harbor
The 10 most viewed Harbor ETFs shown here include HGER, HAPI, GDIV and span 10 categories. AUM among these funds goes as high as $4B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Commodity All-Weather Strategy ETF | Commodities | 84 | 27.92% | 3.68B | Feb 2022 | EPSV vs HGER | |
| Harbor Corporate Culture ETF | Large Cap Blend Equities | 70 | 11.13% | 490.21M | Oct 2022 | EPSV vs HAPI | |
| Harbor Dividend Growth Leaders ETF | Large Cap Blend Equities, Dividend | 80 | 13.65% | 235.29M | Jul 2013 | EPSV vs GDIV | |
| Harbor International Compounders ETF | Foreign Large Cap Equities | 27 | 0.99% | 483.36M | Sep 2022 | EPSV vs OSEA | |
| Harbor Long-Short Equity ETF | Long-Short | 53 | 19.52% | 15.30M | Dec 2023 | EPSV vs LSEQ | |
| Harbor Health Care ETF | Health & Biotech Equities | 39 | 2.64% | 41.21M | Nov 2022 | EPSV vs MEDI | |
| Harbor Scientific Alpha High-Yield ETF | High Yield Bonds | 64 | 2.41% | 148.94M | Sep 2021 | EPSV vs SIHY | |
| Harbor Long-Term Growers ETF | Large Cap Growth Equities | 28 | 6.58% | 1.13B | Feb 2022 | EPSV vs WINN | |
| Harbor Human Capital Factor US Small Cap ETF | Small Cap Blend Equities | 84 | 21.10% | 170.62M | Apr 2023 | EPSV vs HAPS | |
| Harbor Scientific Alpha Income ETF | Multisector Bonds | 62 | 1.49% | 33.55M | Sep 2021 | EPSV vs SIFI |
Often Compared With EPSV
Investors most often compare EPSV with DEEP, IBTF, DSMC. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare EPSV with Any Fund or Stock
Compare EPSV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPSV with funds that move differently
Harbor SMID Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPSV.
Explore EPSV Diversifiers