TSCV vs. EPSV

Last updated Jun 4, 2026

TSCV (Thrivent Small Cap Value ETF) and EPSV (Harbor SMID Cap Value ETF) are both Small Cap Value Equities funds. Both are actively managed. Their correlation of 0.90 suggests significant overlap in exposure. TSCV charges 0.60%/yr vs 0.88%/yr for EPSV.

Performance

TSCV vs. EPSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thrivent Small Cap Value ETF (TSCV) and Harbor SMID Cap Value ETF (EPSV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TSCV achieves a 15.89% return, which is significantly lower than EPSV's 26.42% return.

TSCV

• 1D: -0.29%
• 1M: 1.16%
• YTD: 15.89%
• 6M: 14.99%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPSV

• 1D: -0.04%
• 1M: 7.26%
• YTD: 26.42%
• 6M: 26.98%
• 1Y: 46.19%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TSCV vs. EPSV - Yearly Performance Comparison

	2026 (YTD)	2025
TSCV Thrivent Small Cap Value ETF	15.89%	6.24%
EPSV Harbor SMID Cap Value ETF	26.42%	6.63%

Correlation

The correlation between TSCV and EPSV is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.90

Return for Risk

TSCV vs. EPSV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPSV

EPSV Risk / Return Rank: 83
EPSV Sharpe Ratio Rank: 81
EPSV Sortino Ratio Rank: 83
EPSV Omega Ratio Rank: 77
EPSV Calmar Ratio Rank: 88
EPSV Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TSCV vs. EPSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Value ETF (TSCV) and Harbor SMID Cap Value ETF (EPSV). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	TSCV	EPSV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.62	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.84	2.66	+0.17

Drawdowns

TSCV vs. EPSV - Drawdown Comparison

The maximum TSCV drawdown since its inception was -10.17%, which is greater than EPSV's maximum drawdown of -8.93%. Use the drawdown chart below to compare losses from any high point for TSCV and EPSV.

Drawdown Indicators

	TSCV	EPSV	Difference
Max Drawdown Largest peak-to-trough decline	-10.17%	-8.93%	-1.24%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.93%	—
Current Drawdown Current decline from peak	-0.70%	-0.04%	-0.66%
Average Drawdown Average peak-to-trough decline	-2.11%	-1.67%	-0.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.57%	—

Volatility

Volatility by Period

	TSCV	EPSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.05%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.80%	17.75%	-0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.80%	18.14%	-1.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	18.14%	-1.34%

TSCV vs. EPSV - Expense Ratio Comparison

TSCV has a 0.60% expense ratio, which is lower than EPSV's 0.88% expense ratio.

Dividends

TSCV vs. EPSV - Dividend Comparison

TSCV's dividend yield for the trailing twelve months is around 0.24%, less than EPSV's 2.28% yield.

Position	TTM	2025
EPSV Harbor SMID Cap Value ETF	2.28%	2.88%
TSCV Thrivent Small Cap Value ETF	0.24%	0.28%

Frequently Asked Questions

Can I hold both TSCV and EPSV in my portfolio?

TSCV and EPSV have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TSCV or EPSV?

On fees, TSCV is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TSCV or EPSV?

TSCV is cheaper with a 0.60% expense ratio, compared with 0.88% for EPSV.

Which ETF pays a higher dividend yield, TSCV or EPSV?

EPSV has the higher dividend yield at 2.28%, compared with 0.24% for TSCV.

What is the main difference between TSCV and EPSV?

They also come from different issuers: Thrivent and Harbor. Their fees differ too: 0.60% for TSCV and 0.88% for EPSV.