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HCMT vs EPSV
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs Harbor SMID Cap Value ETF
Key differences
- EPSV costs 0.30% less per year.
- HCMT is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- HCMT follows a tactical allocation strategy; EPSV uses index tracking.
Side-by-side comparison
| HCMT | EPSV | |
|---|---|---|
| Annual cost (TER) | 1.18% | 0.88% |
| Fund size (AUM) | $551M | $5M |
| Since | 2023 | 2025 |
| Dividend yield | 0.43% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +42.3% | +43.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 24.51% | 17.79% |
| Max drawdown | -36.26% | -8.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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