EPSB vs. CVSM
EPSB (Harbor SMID Cap Core ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. Both are actively managed. A 0.63 correlation means they provide meaningful diversification when combined. EPSB charges 0.88%/yr vs 0.55%/yr for CVSM.
Performance
EPSB vs. CVSM - Performance Comparison
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Returns By Period
EPSB
- 1D
- -0.90%
- 1M
- -0.77%
- 6M
- 12.95%
- YTD
- 20.05%
- 1Y
- 26.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPSB vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EPSB Harbor SMID Cap Core ETF | 4.56% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between EPSB and CVSM is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.63 |
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Return for Risk
EPSB vs. CVSM — Risk / Return Rank
EPSB
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EPSB vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor SMID Cap Core ETF (EPSB) and CresAlta Small & Mid-Cap ETF (CVSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPSB | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | — | — |
| Martin ratioReturn relative to average drawdown | 10.46 | — | — |
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Drawdowns
EPSB vs. CVSM - Drawdown Comparison
The maximum EPSB drawdown since its inception was -8.46%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for EPSB and CVSM.
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Drawdown Indicators
| EPSB | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -3.36% | -5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | — | — |
Current DrawdownCurrent decline from peak | -1.54% | -1.46% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -1.01% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | — | — |
Volatility
EPSB vs. CVSM - Volatility Comparison
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Volatility by Period
| EPSB | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 11.19% | +4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 11.19% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 11.19% | +4.26% |
EPSB vs. CVSM - Expense Ratio Comparison
EPSB has a 0.88% expense ratio, which is higher than CVSM's 0.55% expense ratio.
Dividends
EPSB vs. CVSM - Dividend Comparison
EPSB's dividend yield for the trailing twelve months is around 1.13%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 |
|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% |
EPSB Harbor SMID Cap Core ETF | 1.13% | 1.36% |
Frequently Asked Questions
EPSB and CVSM have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CVSM is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CVSM is cheaper with a 0.55% expense ratio, compared with 0.88% for EPSB.
EPSB has the higher dividend yield at 1.13%, compared with 0.23% for CVSM.
They also come from different issuers: Harbor and CresAlta. Their fees differ too: 0.88% for EPSB and 0.55% for CVSM.
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