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NBCR vs EPSV

Neuberger Core Equity ETF vs Harbor SMID Cap Value ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$843M

EPSV

Harbor SMID Cap Value ETF

Annual cost

0.88%

Fund size

$5M

Key differences

  • NBCR costs 0.59% less per year.
  • NBCR is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

NBCREPSV
Annual cost (TER)0.29%0.88%
Fund size (AUM)$843M$5M
Since20242025
Dividend yield0.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+46.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.48%17.68%
Max drawdown-18.23%-8.93%

Similar to NBCR and EPSV