Skip to content
Beacon
Screener

EPSV vs FFLV

Harbor SMID Cap Value ETF vs Fidelity Fundamental Large Cap

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.50% less per year.
  • FFLV is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV covers north america markets; FFLV covers global.
  • EPSV follows a index tracking strategy; FFLV uses active selection.

Side-by-side comparison

EPSVFFLV
Annual cost (TER)0.88%0.38%
Fund size (AUM)$5M$17M
Since20252024
Dividend yield1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+47.2%+29.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.87%11.50%
Max drawdown-8.93%-16.71%

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

Similar to EPSV and FFLV