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 35 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% | 65.50B | Jan 2004 | EPSV vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 736.19M | Jun 2004 | EPSV vs ISCV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 1.90B | Sep 2010 | EPSV vs VIOV | |
| Vanguard Russell 2000 Value ETF | 0.10% | 1.30B | Sep 2010 | EPSV vs VTWV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.68B | Sep 2000 | EPSV vs SLYV |
Best Risk-Adjusted Alternatives to EPSV
EPSV has a PortfoliosLab risk / return rank of 86. No ETFs in the Small Cap Value Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 81.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 81 | 1.71B | Dec 2010 | EPSV vs BSVO | |
| iShares Russell 2000 Value ETF | 80 | 14.31B | Jul 2000 | EPSV vs IWN | |
| Avantis US Small Cap Equity ETF | 80 | 2.67B | Jan 2022 | EPSV vs AVSC | |
| Vanguard Russell 2000 Value ETF | 80 | 1.30B | Sep 2010 | EPSV vs VTWV | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 75 | 1.68B | Oct 2017 | EPSV vs USVM |
Top Performing EPSV Alternatives (YTD)
EPSV is at 27.95% YTD. No ETFs in the Small Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 22.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 22.35% | 1.71B | Dec 2010 | EPSV vs BSVO | |
| Avantis US Small Cap Equity ETF | 21.15% | 2.67B | Jan 2022 | EPSV vs AVSC | |
| Invesco S&P SmallCap 600® Pure Value ETF | 21.03% | 276.01M | Mar 2006 | EPSV vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 20.98% | 628.30M | Mar 2005 | EPSV vs XSVM | |
| Vanguard Russell 2000 Value ETF | 20.87% | 1.30B | Sep 2010 | EPSV vs VTWV |
Lowest Volatility Alternatives to EPSV
EPSV has 18.09% 1-year volatility. There are 24 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 12.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 12.05% | 1.13B | Aug 2021 | EPSV vs SMIG | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.63% | 161.61M | Oct 2023 | EPSV vs BSMC | |
| EA Series Trust - Euclidean Fundamental Value ETF | 14.77% | 136.73M | May 2023 | EPSV vs ECML | |
| iShares International Developed Small Cap Value Fa... | 14.82% | 315.70M | Mar 2021 | EPSV vs ISVL | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.96% | 1.68B | Oct 2017 | EPSV vs USVM |
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 -7.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| EA Series Trust - Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | EPSV vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.04M | Dec 2023 | EPSV vs SMCF | |
| Avantis US Small Cap Equity ETF | -7.89% | 2.67B | Jan 2022 | EPSV vs AVSC | |
| Avantis US Small Cap Value ETF | -7.95% | 26.41B | 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 $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Commodity All-Weather Strategy ETF | Commodities | 49 | 18.53% | 3.30B | Feb 2022 | EPSV vs HGER | |
| Harbor Corporate Culture ETF | Large Cap Blend Equities | 54 | 6.59% | 486.12M | Oct 2022 | EPSV vs HAPI | |
| Harbor Dividend Growth Leaders ETF | Large Cap Blend Equities, Dividend | 64 | 11.24% | 235.33M | Jul 2013 | EPSV vs GDIV | |
| Harbor International Compounders ETF | Foreign Large Cap Equities | 15 | -1.59% | 491.69M | Sep 2022 | EPSV vs OSEA | |
| Harbor Health Care ETF | Health & Biotech Equities | 30 | 0.41% | 39.75M | Nov 2022 | EPSV vs MEDI | |
| Harbor Long-Short Equity ETF | Long-Short | 69 | 28.71% | 16.92M | Dec 2023 | EPSV vs LSEQ | |
| Harbor Scientific Alpha High-Yield ETF | High Yield Bonds | 57 | 2.14% | 140.59M | Sep 2021 | EPSV vs SIHY | |
| Harbor Long-Term Growers ETF | Large Cap Growth Equities | 22 | 1.85% | 1.13B | Feb 2022 | EPSV vs WINN | |
| Harbor Scientific Alpha Income ETF | Multisector Bonds | 62 | 1.26% | 33.79M | Sep 2021 | EPSV vs SIFI | |
| Harbor Human Capital Factor US Small Cap ETF | Small Cap Blend Equities | 61 | 14.76% | 163.59M | Apr 2023 | EPSV vs HAPS |
Often Compared With EPSV
Investors most often compare EPSV with DEEP, IBTF, DSMC. These 20 comparison targets span 7 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