Skip to content
Beacon
Screener

HDUS vs EPSV

Hartford Disciplined US Equity ETF vs Harbor SMID Cap Value ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

Key differences

  • HDUS costs 0.69% less per year.
  • HDUS is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HDUSEPSV
Annual cost (TER)0.19%0.88%
Fund size (AUM)$180M$5M
Since20222025
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+47.2%
CAGR 3Y+21.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y11.09%17.87%
Max drawdown-17.94%-8.93%

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

Similar to HDUS and EPSV