EPMV vs XLSI
Comparison between HARBOR MID CAP VALUE ETF (EPMV, ETF) and STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLSI, ETF).
EPMV vs XLSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPMV vs XLSI - Holdings Comparison
EPMV and XLSI have 0 common holdings. Overlap is 0.00%
EPMV's top 25 holdings weight is 53.96%. XLSI's top 25 holdings weight is 99.94%.
| Rank | EPMV | XLSI |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 3.97% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 99.94% |
| #2 | CUMMINS INC (CMI) - 3.47% | N/A |
| #3 | ON SEMICONDUCTOR CORP (ON) - 2.97% | N/A |
| #4 | APPLIED MATERIALS INC (AMAT) - 2.52% | N/A |
| #5 | SYNOPSYS INC (SNPS) - 2.34% | N/A |
| #6 | RAYMOND JAMES FINANCIAL INC (RJF) - 2.33% | N/A |
| #7 | STIFEL FINANCIAL CORP (SF) - 2.25% | N/A |
| #8 | AVNET INC (AVT) - 2.13% | N/A |
| #9 | POPULAR INC (BPOP) - 2.12% | N/A |
| #10 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.11% | N/A |
| #11 | CSX CORP (CSX) - 2.09% | N/A |
| #12 | IQVIA HOLDINGS INC (IQV) - 2.06% | N/A |
| #13 | DARDEN RESTAURANTS INC (DRI) - 2.03% | N/A |
| #14 | HUMANA INC (HUM) - 1.97% | N/A |
| #15 | ROYAL CARIBBEAN GROUP (RCL) - 1.92% | N/A |
| #16 | CBRE GROUP INC CLASS A (CBRE) - 1.92% | N/A |
| #17 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.88% | N/A |
| #18 | VORNADO REALTY TRUST (VNO) - 1.86% | N/A |
| #19 | ONEOK INC (OKE) - 1.83% | N/A |
| #20 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.79% | N/A |
| #21 | SNAP-ON INC (SNA) - 1.75% | N/A |
| #22 | REGAL REXNORD CORP (RRX) - 1.73% | N/A |
| #23 | CENTENE CORP (CNC) - 1.65% | N/A |
| #24 | PROGRESSIVE CORP (PGR) - 1.64% | N/A |
| #25 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.63% | N/A |
| Total Holdings | 61 | 1 |
EPMV vs XLSI - Historical Returns
Returns include dividend reinvestment.
EPMV vs XLSI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | EPMV | XLSI |
|---|---|---|
| 2026 | +15.98% | +5.73% |
| 2025 | +13.67% | -0.32% |
EPMV vs XLSI Drawdown Comparison
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The maximum drawdown for XLSI was -7.87%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current EPMV drawdown is -1.88%. The current XLSI drawdown is -3.01%.
| Rank | EPMV | XLSI |
|---|---|---|
| #1 | -8.78% Feb 18, 2026 - Apr 20, 2026 | -7.87% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -6.64% Sep 4, 2025 - Dec 10, 2025 | -6.41% Aug 20, 2025 - Jan 13, 2026 |
| #3 | -4.65% Jul 23, 2025 - Aug 22, 2025 | -0.89% Feb 13, 2026 - Feb 23, 2026 |
| #4 | -4.12% May 16, 2025 - Jun 10, 2025 | -0.77% Jan 27, 2026 - Jan 30, 2026 |
| #5 | -3.30% May 6, 2026 - May 26, 2026 | -0.74% Jul 30, 2025 - Aug 4, 2025 |
| #6 | -2.82% Jun 4, 2026 - Jun 12, 2026 | -0.59% Aug 13, 2025 - Aug 19, 2025 |
| #7 | -2.65% Jun 25, 2026 - Jul 20, 2026 | -0.42% Feb 24, 2026 - Feb 27, 2026 |
| #8 | -2.20% Jul 10, 2025 - Jul 22, 2025 | -0.27% Jan 15, 2026 - Jan 21, 2026 |
| #9 | -2.14% Dec 11, 2025 - Jan 5, 2026 | -0.12% Jan 21, 2026 - Jan 23, 2026 |
| #10 | -1.92% Jan 15, 2026 - Jan 21, 2026 | -0.11% Aug 4, 2025 - Aug 6, 2025 |
| #11 | -1.90% Jun 15, 2026 - Jun 25, 2026 | -0.10% Feb 4, 2026 - Feb 6, 2026 |
| #12 | -1.78% Feb 9, 2026 - Feb 18, 2026 | -0.06% Feb 6, 2026 - Feb 11, 2026 |
| #13 | -1.65% Jun 10, 2025 - Jun 24, 2025 | -0.03% Jan 23, 2026 - Jan 27, 2026 |
| #14 | -1.34% Jan 29, 2026 - Feb 6, 2026 | N/A |
| #15 | -1.18% Jul 3, 2025 - Jul 9, 2025 | N/A |
Correlation
Correlation between EPMV and XLSI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
EPMV vs XLSI dividend yield comparison.
| Year | EPMV | XLSI |
|---|---|---|
| 2026 | 0.00% | 6.62% |
| 2025 | 1.48% | 5.34% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks