Screener
EPSV vs SVAL
Harbor SMID Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.68% less per year.
- SVAL is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- SVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPSV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.20% |
| Fund size (AUM) | $5M | $188M |
| Since | 2025 | 2020 |
| Dividend yield | — | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +43.7% | +36.9% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 17.79% | 18.05% |
| Max drawdown | -8.93% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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