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EPSV vs LSEQ

Harbor SMID Cap Value ETF vs Harbor Long-Short Equity ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

Key differences

  • EPSV costs 1.40% less per year.
  • LSEQ is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV is classified as equity, while LSEQ is alternative — different risk/return profiles.
  • EPSV follows a index tracking strategy; LSEQ uses long short.

Side-by-side comparison

EPSVLSEQ
Annual cost (TER)0.88%2.28%
Fund size (AUM)$5M$15M
Since20252023
Dividend yield1.78%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackinglong short
CAGR 1Y+43.7%+19.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.79%14.96%
Max drawdown-8.93%-8.35%

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

Similar to EPSV and LSEQ