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EPSB vs FSCS

Harbor SMID Cap Core ETF vs First Trust SMID Capital Strength ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

Key differences

  • FSCS costs 0.28% less per year.
  • FSCS is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • FSCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSBFSCS
Annual cost (TER)0.88%0.60%
Fund size (AUM)$5M$58M
Since20252017
Dividend yield0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+1.4%
CAGR 3YN/A+11.1%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.52
Volatility 1Y15.12%13.01%
Max drawdown-8.46%-43.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EPSB and FSCS