Harbor SMID Cap Value ETF (EPSV)

Frequently Asked Questions About EPSV

What does EPSV invest in?

The Harbor SMID Cap Value ETF (EPSV), a component of the Harbor ETF Trust, endeavors to achieve substantial long-term returns. It primarily invests in the common stocks of American companies classified as small- and mid-capitalization (SMID cap). The fund's subadviser targets firms that are, in their assessment, both undervalued and currently out of favor in the market when purchased. Through a disciplined, quantitative methodology to identify profoundly discounted equities, the ETF seeks to provide extensive diversification within the U.S. small and mid-cap value sector.

What is the expense ratio of EPSV?

Harbor SMID Cap Value ETF (EPSV) (EPSV) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EPSV?

Harbor SMID Cap Value ETF (EPSV) (EPSV) manages $6.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is EPSV actively managed or an index fund?

EPSV's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was EPSV launched?

Harbor SMID Cap Value ETF (EPSV) (EPSV) launched in May 2025 and is managed by Harbor.

How has EPSV performed?

EPSV's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.