Screener
EPSV vs FSMD
Harbor SMID Cap Value ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both EPSV and FSMD are equity ETFs. EPSV charges 0.88% a year and FSMD 0.15%. The main difference: EPSV follows a active selection strategy; FSMD uses index tracking.
- EPSV follows a active selection strategy; FSMD uses index tracking.
- FSMD costs 0.73% less per year.
- FSMD is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
- FSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPSV | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.15% |
| Fund size (AUM) | $5M | $2.4B |
| Since | 2025 | 2019 |
| Dividend yield | 2.31% | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.8% | +23.0% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +9.4% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 17.79% | 15.43% |
| Max drawdown | -8.93% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.