NLSI vs EPMV
Comparison between NEOS LONG/SHORT EQUITY INCOME ETF (NLSI, ETF) and HARBOR MID CAP VALUE ETF (EPMV, ETF).
NLSI vs EPMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NLSI
$4.60M
Winner
EPMV
$4.70M
Expense Ratio
NLSI
2.89%
Winner
EPMV
0.88%
Max Drawdown
NLSI
14.96%
Winner
EPMV
8.78%
Sharpe Ratio
NLSI
0.63
Winner
EPMV
1.10
5Y Beta
Winner
NLSI
0.45
EPMV
0.95
P/E Ratio
Winner
NLSI
13.98
EPMV
22.87
Forward P/E
Winner
NLSI
8.31
EPMV
15.84
PEG Ratio
Winner
NLSI
0.10
EPMV
0.30
5Y EPS CAGR
Winner
NLSI
40.58%
EPMV
9.20%
Debt to Equity
NLSI
91.21%
Winner
EPMV
20.34%
P/S Ratio
NLSI
3.04
Winner
EPMV
1.37
P/B Ratio
NLSI
3.04
Winner
EPMV
2.55
NLSI vs EPMV - Holdings Comparison
NLSI and EPMV have 5 common holdings. Overlap is 2.91%
NLSI's top 25 holdings weight is 133.32%. EPMV's top 25 holdings weight is 53.96%.
| Rank | NLSI | EPMV |
|---|---|---|
| #1 | OTHER ASSETS AND LIABILITIES (n/a) - 25.74% | FLEX LTD (FLEX) - 3.97% |
| #2 | MICRON TECHNOLOGY INC (MU) - 14.61% | CUMMINS INC (CMI) - 3.47% |
| #3 | F5 INC (FFIV) - 4.88% | ON SEMICONDUCTOR CORP (ON) - 2.97% |
| #4 | PROGRESSIVE CORP (PGR) - 4.75% | APPLIED MATERIALS INC (AMAT) - 2.52% |
| #5 | MARATHON PETROLEUM CORP (MPC) - 4.48% | SYNOPSYS INC (SNPS) - 2.34% |
| #6 | ADOBE INC (ADBE) - 4.37% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.33% |
| #7 | VALERO ENERGY CORP (VLO) - 4.24% | STIFEL FINANCIAL CORP (SF) - 2.25% |
| #8 | JACK HENRY & ASSOCIATES INC (JKHY) - 4.23% | AVNET INC (AVT) - 2.13% |
| #9 | WESTERN DIGITAL CORP (WDC) - 4.20% | POPULAR INC (BPOP) - 2.12% |
| #10 | VEEVA SYSTEMS INC CLASS A (VEEV) - 4.18% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.11% |
| #11 | PTC INC (PTC) - 4.13% | CSX CORP (CSX) - 2.09% |
| #12 | NVIDIA CORP (NVDA) - 4.05% | IQVIA HOLDINGS INC (IQV) - 2.06% |
| #13 | INSULET CORP (PODD) - 4.02% | DARDEN RESTAURANTS INC (DRI) - 2.03% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.01% | HUMANA INC (HUM) - 1.97% |
| #15 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.94% | ROYAL CARIBBEAN GROUP (RCL) - 1.92% |
| #16 | GODADDY INC CLASS A (GDDY) - 3.90% | CBRE GROUP INC CLASS A (CBRE) - 1.92% |
| #17 | CITIGROUP INC (C) - 3.83% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.88% |
| #18 | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.81% | VORNADO REALTY TRUST (VNO) - 1.86% |
| #19 | NETFLIX INC (NFLX) - 3.78% | ONEOK INC (OKE) - 1.83% |
| #20 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.77% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.79% |
| #21 | CAPITAL ONE FINANCIAL CORP (COF) - 3.74% | SNAP-ON INC (SNA) - 1.75% |
| #22 | INTUIT INC (INTU) - 3.72% | REGAL REXNORD CORP (RRX) - 1.73% |
| #23 | NXP SEMICONDUCTORS NV (NXPI) - 3.68% | CENTENE CORP (CNC) - 1.65% |
| #24 | ZOETIS INC CLASS A (ZTS) - 3.65% | PROGRESSIVE CORP (PGR) - 1.64% |
| #25 | MASTERCARD INC CLASS A (MA) - 3.61% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.63% |
| Total Holdings | 64 | 61 |
NLSI vs EPMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NLSI
+4.51%
EPMV
-1.31%
3M
Winner
NLSI
+14.57%
EPMV
+6.37%
6M
Winner
NLSI
+11.75%
EPMV
+9.71%
1Y
NLSI
N/A
EPMV
+21.97%
Max(CAGR)
NLSI
+14.83%
Winner
EPMV
+26.85%
NLSI vs EPMV - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | NLSI | EPMV |
|---|---|---|
| 2026 | +7.64% | +15.98% |
| 2025 | +1.89% | +13.67% |
NLSI vs EPMV Drawdown Comparison
The maximum drawdown for NLSI was -13.82%, occurring on Apr 10, 2026. Recovery took 91 trading sessions.
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current NLSI drawdown is -1.53%. The current EPMV drawdown is -1.88%.
| Rank | NLSI | EPMV |
|---|---|---|
| #1 | -13.82% Jan 7, 2026 - May 19, 2026 | -8.78% Feb 18, 2026 - Apr 20, 2026 |
| #2 | -8.08% Jun 1, 2026 - Jun 17, 2026 | -6.64% Sep 4, 2025 - Dec 10, 2025 |
| #3 | -1.68% Dec 26, 2025 - Jan 6, 2026 | -4.65% Jul 23, 2025 - Aug 22, 2025 |
| #4 | -0.93% May 26, 2026 - May 29, 2026 | -4.12% May 16, 2025 - Jun 10, 2025 |
| #5 | -0.64% May 19, 2026 - May 22, 2026 | -3.30% May 6, 2026 - May 26, 2026 |
| #6 | -0.53% Dec 15, 2025 - Dec 18, 2025 | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -0.08% Dec 11, 2025 - Dec 15, 2025 | -2.65% Jun 25, 2026 - Jul 20, 2026 |
| #8 | -0.05% Dec 22, 2025 - Dec 24, 2025 | -2.20% Jul 10, 2025 - Jul 22, 2025 |
| #9 | N/A | -2.14% Dec 11, 2025 - Jan 5, 2026 |
| #10 | N/A | -1.92% Jan 15, 2026 - Jan 21, 2026 |
| #11 | N/A | -1.90% Jun 15, 2026 - Jun 25, 2026 |
| #12 | N/A | -1.78% Feb 9, 2026 - Feb 18, 2026 |
| #13 | N/A | -1.65% Jun 10, 2025 - Jun 24, 2025 |
| #14 | N/A | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #15 | N/A | -1.18% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between NLSI and EPMV is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2025 - 2026)
NLSI vs EPMV dividend yield comparison.
| Year | NLSI | EPMV |
|---|---|---|
| 2026 | 2.41% | 0.00% |
| 2025 | 0.46% | 1.48% |
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