EPMV vs EPSB
Comparison between HARBOR MID CAP VALUE ETF (EPMV, ETF) and HARBOR SMID CAP CORE ETF (EPSB, ETF).
EPMV vs EPSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPMV
$4.60M
Winner
EPSB
$4.70M
Expense Ratio
EPMV
0.88%
EPSB
0.88%
Max Drawdown
EPMV
8.78%
Winner
EPSB
8.46%
Sharpe Ratio
EPMV
1.47
Winner
EPSB
1.52
5Y Beta
EPMV
0.98
Winner
EPSB
0.92
P/E Ratio
EPMV
23.40
EPSB
N/A
Forward P/E
EPMV
16.19
EPSB
N/A
PEG Ratio
EPMV
0.34
EPSB
N/A
5Y EPS CAGR
EPMV
11.94%
EPSB
N/A
Debt to Equity
EPMV
23.02%
EPSB
N/A
P/S Ratio
EPMV
1.35
EPSB
N/A
P/B Ratio
EPMV
2.57
EPSB
N/A
EPMV vs EPSB - Holdings Comparison
EPMV and EPSB have 9 common holdings. Overlap is 16.01%
EPMV's top 25 holdings weight is 55.55%. EPSB's top 25 holdings weight is 48.65%.
| Rank | EPMV | EPSB |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 6.35% | MOOG INC CLASS A (MOG-A) - 3.30% |
| #2 | ON SEMICONDUCTOR CORP (ON) - 3.93% | WOODWARD INC (WWD) - 3.07% |
| #3 | CUMMINS INC (CMI) - 3.40% | ON SEMICONDUCTOR CORP (ON) - 2.81% |
| #4 | SYNOPSYS INC (SNPS) - 2.75% | RYDER SYSTEM INC (R) - 2.80% |
| #5 | NEXTPOWER INC CLASS A (NXT) - 2.47% | ARCHROCK INC (AROC) - 2.67% |
| #6 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.22% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.66% |
| #7 | AVNET INC (AVT) - 2.18% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.59% |
| #8 | DARDEN RESTAURANTS INC (DRI) - 2.12% | FORMFACTOR INC (FORM) - 2.59% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.02% | BORGWARNER INC (BWA) - 2.42% |
| #10 | STIFEL FINANCIAL CORP (SF) - 2.01% | VALMONT INDUSTRIES INC (VMI) - 2.42% |
| #11 | AKAMAI TECHNOLOGIES INC (AKAM) - 1.98% | ARROW ELECTRONICS INC (ARW) - 2.38% |
| #12 | CSX CORP (CSX) - 1.97% | CIRRUS LOGIC INC (CRUS) - 2.33% |
| #13 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.94% | FIRSTCASH HOLDINGS INC (FCFS) - 2.18% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 1.93% | SNAP-ON INC (SNA) - 2.14% |
| #15 | POPULAR INC (BPOP) - 1.85% | AKAMAI TECHNOLOGIES INC (AKAM) - 2.09% |
| #16 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.76% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.09% |
| #17 | BORGWARNER INC (BWA) - 1.74% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.07% |
| #18 | CBRE GROUP INC CLASS A (CBRE) - 1.72% | CBRE GROUP INC CLASS A (CBRE) - 2.04% |
| #19 | REGAL REXNORD CORP (RRX) - 1.66% | CF INDUSTRIES HOLDINGS INC (CF) - 2.01% |
| #20 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.62% | GATX CORP (GATX) - 1.99% |
| #21 | SNAP-ON INC (SNA) - 1.61% | N/A |
| #22 | HUMANA INC (HUM) - 1.61% | N/A |
| #23 | VORNADO REALTY TRUST (VNO) - 1.58% | N/A |
| #24 | NOV INC (NOV) - 1.57% | N/A |
| #25 | PROGRESSIVE CORP (PGR) - 1.56% | N/A |
| Total Holdings | 61 | 20 |
EPMV vs EPSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EPMV
+2.18%
EPSB
+1.21%
3M
Winner
EPMV
+12.46%
EPSB
+9.51%
6M
EPMV
+18.60%
Winner
EPSB
+20.92%
1Y
EPMV
+27.08%
Winner
EPSB
+28.22%
Max(CAGR)
EPMV
+29.95%
Winner
EPSB
+31.86%
EPMV vs EPSB - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | EPMV | EPSB |
|---|---|---|
| 2026 | +15.89% | +17.77% |
| 2025 | +13.67% | +13.67% |
EPMV vs EPSB Drawdown Comparison
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The maximum drawdown for EPSB was -8.46%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current EPMV drawdown is -1.44%. The current EPSB drawdown is -0.20%.
| Rank | EPMV | EPSB |
|---|---|---|
| #1 | -8.78% Feb 18, 2026 - Apr 20, 2026 | -8.46% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -6.64% Sep 4, 2025 - Dec 10, 2025 | -7.24% Oct 24, 2025 - Dec 10, 2025 |
| #3 | -4.65% Jul 23, 2025 - Aug 22, 2025 | -4.74% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -4.12% May 16, 2025 - Jun 10, 2025 | -4.09% May 6, 2026 - May 26, 2026 |
| #5 | -3.30% May 6, 2026 - May 26, 2026 | -3.63% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -2.20% Jul 10, 2025 - Jul 22, 2025 | -3.61% May 16, 2025 - Jun 6, 2025 |
| #7 | -2.14% Dec 11, 2025 - Jan 5, 2026 | -2.30% Jul 10, 2025 - Jul 22, 2025 |
| #8 | -2.13% Jun 4, 2026 - Jun 5, 2026 | -1.85% Sep 11, 2025 - Oct 2, 2025 |
| #9 | -1.92% Jan 15, 2026 - Jan 21, 2026 | -1.84% Dec 24, 2025 - Jan 5, 2026 |
| #10 | -1.78% Feb 9, 2026 - Feb 18, 2026 | -1.82% Jun 4, 2026 - Jun 5, 2026 |
| #11 | -1.65% Jun 10, 2025 - Jun 24, 2025 | -1.81% Jan 22, 2026 - Feb 4, 2026 |
| #12 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -1.80% Jun 10, 2025 - Jun 26, 2025 |
| #13 | -1.18% Jul 3, 2025 - Jul 9, 2025 | -1.74% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -1.16% Apr 30, 2026 - May 5, 2026 | -1.69% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -1.15% Aug 27, 2025 - Sep 4, 2025 | -1.65% May 26, 2026 - Jun 4, 2026 |
Correlation
Correlation between EPMV and EPSB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2025 - 2025)
EPMV vs EPSB dividend yield comparison.
| Year | EPMV | EPSB |
|---|---|---|
| 2025 | 1.48% | 1.36% |
Select Stocks to Compare
Popular: EPMV vs SPYEPSB vs SPY
More Comparisons
Compare with similar stocks