EPSV vs AGRH

Comparison between HARBOR SMID CAP VALUE ETF (EPSV, ETF) and ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF (AGRH, ETF).

EPSV vs AGRH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPSV(ETF)	AGRH(ETF)
Net Assets	$5.20M	$5.30M
Expense Ratio	0.88%	0.13%
Max Drawdown	8.93%	2.38%
Sharpe Ratio	1.95	1.54
5Y Beta	1.12	0.03
P/E Ratio	23.80	N/A
Forward P/E	15.56	N/A
PEG Ratio	0.30	N/A
5Y EPS CAGR	9.62%	N/A
Debt to Equity	30.19%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.31	N/A

Net Assets

EPSV

$5.20M

Winner

AGRH

$5.30M

Expense Ratio

EPSV

0.88%

Winner

AGRH

0.13%

Max Drawdown

EPSV

8.93%

Winner

AGRH

2.38%

Sharpe Ratio

Winner

EPSV

1.95

AGRH

1.54

5Y Beta

EPSV

1.12

Winner

AGRH

0.03

P/E Ratio

EPSV

23.80

AGRH

N/A

Forward P/E

EPSV

15.56

AGRH

N/A

PEG Ratio

EPSV

0.30

AGRH

N/A

5Y EPS CAGR

EPSV

9.62%

AGRH

N/A

Debt to Equity

EPSV

30.19%

AGRH

N/A

P/S Ratio

EPSV

1.39

AGRH

N/A

P/B Ratio

EPSV

2.31

AGRH

N/A

EPSV vs AGRH - Historical Returns

Returns include dividend reinvestment.

Period	EPSV	AGRH
1 month	+4.98%	+0.59%
3 months	+22.00%	+1.92%
6 months	+25.24%	+2.46%
1 year	+45.24%	+6.05%
Max(CAGR)	+48.22%	+5.56%

Winner

EPSV

+4.98%

AGRH

+0.59%

Winner

EPSV

+22.00%

AGRH

+1.92%

Winner

EPSV

+25.24%

AGRH

+2.46%

Winner

EPSV

+45.24%

AGRH

+6.05%

Max(CAGR)

Winner

EPSV

+48.22%

AGRH

+5.56%

EPSV vs AGRH - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	EPSV	AGRH
2026	+25.80%	+1.94%
2025	+20.90%	+6.05%
2024	N/A	+6.13%
2023	N/A	+6.42%
2022	N/A	+1.75%

EPSV vs AGRH Drawdown Comparison

The maximum drawdown for EPSV was -8.93%, occurring on Mar 20, 2026. Recovery took 35 trading sessions.

The maximum drawdown for AGRH was -1.73%, occurring on Apr 9, 2025. Recovery took 63 trading sessions.

Rank	EPSV	AGRH
#1	-8.93% Feb 20, 2026 - Apr 13, 2026	-1.73% Feb 14, 2025 - May 16, 2025
#2	-6.77% Oct 24, 2025 - Dec 3, 2025	-1.50% Aug 12, 2022 - Nov 18, 2022
#3	-4.77% Oct 6, 2025 - Oct 23, 2025	-0.98% Mar 3, 2023 - Apr 13, 2023
#4	-4.44% Jul 23, 2025 - Aug 13, 2025	-0.67% Jan 26, 2026 - Apr 8, 2026
#5	-4.33% May 8, 2026 - May 26, 2026	-0.66% Sep 21, 2023 - Nov 3, 2023
#6	-4.31% May 16, 2025 - Jun 10, 2025	-0.44% Jul 27, 2023 - Aug 22, 2023
#7	-3.61% Dec 11, 2025 - Jan 6, 2026	-0.42% Apr 9, 2024 - Apr 25, 2024
#8	-2.67% Jul 10, 2025 - Jul 23, 2025	-0.39% May 19, 2025 - Jun 2, 2025
#9	-2.66% Jun 4, 2026 - Jun 11, 2026	-0.37% Jun 12, 2024 - Jul 5, 2024
#10	-2.22% Sep 18, 2025 - Oct 6, 2025	-0.36% Aug 25, 2025 - Sep 5, 2025
#11	-2.16% Jun 10, 2025 - Jun 24, 2025	-0.34% Feb 14, 2023 - Mar 3, 2023
#12	-1.99% Jan 15, 2026 - Jan 21, 2026	-0.31% Nov 3, 2023 - Nov 7, 2023
#13	-1.77% Aug 13, 2025 - Aug 22, 2025	-0.30% Dec 14, 2022 - Jan 9, 2023
#14	-1.70% Sep 5, 2025 - Sep 18, 2025	-0.30% Aug 1, 2024 - Aug 14, 2024
#15	-1.67% Jan 21, 2026 - Feb 3, 2026	-0.30% May 5, 2023 - May 23, 2023