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EPSV - ETF AI Analysis
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Harbor SMID Cap Value ETF (EPSV)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Holdings Performing Well
Most of the top 10 stocks, including several industrial and technology names, have delivered strong year-to-date results that support the fund’s returns.
Broad Sector Diversification Within the U.S.
Holdings spread across many sectors such as industrials, technology, financials, real estate, and others help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return goes to costs instead of staying in investors’ pockets.
Small Asset Base
With a modest amount of money invested in the fund, investors may face higher trading spreads and a greater risk that the ETF could be closed in the future.
Heavy U.S. Market Focus
The ETF is almost entirely invested in U.S. companies, offering little diversification benefit from international markets.
EPSV vs. SPDR S&P 500 ETF (SPY)
AUM4.70M
RegionNorth America
Expense Ratio0.88%
Beta0.87
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield2.54%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38
30 Day Avg. Volume78
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering57
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPSV Summary
Harbor SMID Cap Value ETF (EPSV) is an actively managed fund that focuses on smaller and mid-sized U.S. companies that the managers believe are undervalued. It does not track a set index, but instead picks about 40–70 stocks across many sectors, including industrials, technology, and financials. Well-known holdings include CBRE Group and Stifel Financial. Someone might invest in this ETF to seek long-term growth and diversify beyond the usual large, well-known companies. A key risk is that smaller value stocks can be more volatile and may go up and down more than the overall market.
How much will it cost me?The Harbor SMID Cap Value ETF (EPSV) has an expense ratio of 0.88%, meaning you’ll pay $8.80 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Harbor SMID Cap Value ETF (EPSV) could benefit from a strong U.S. economy, as its focus on small- and mid-cap companies in sectors like Industrials and Technology may thrive with increased domestic investment and innovation. However, rising interest rates or economic slowdowns could negatively impact smaller companies and sectors like Real Estate and Financials, which are sensitive to borrowing costs and market conditions.
EPSV Top 10 Holdings
EPSV is leaning hard into U.S. industrial and tech names, and that’s where most of the action is. Moog and Huntington Ingalls have been powering ahead, with rising aerospace and defense demand giving the fund a solid lift. Sanmina and Advanced Energy are also in the driver’s seat, riding strong earnings and momentum in electronics and power solutions. On the softer side, Digi International looks a bit wobbly this year, and Stifel Financial has been more of a steady plodder than a sprinter. Overall, it’s a domestically focused, industrial-tech value story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Energy | 4.31% | $202.39K | $11.86B | 144.29% | 67 Neutral | |
| Flex | 3.72% | $174.60K | $23.69B | 55.05% | 74 Outperform | |
| Moog | 3.55% | $166.86K | $10.35B | 78.24% | 73 Outperform | |
| Sanmina-Sci | 3.04% | $142.75K | $8.01B | 63.31% | 79 Outperform | |
| Digi International | 2.88% | $135.08K | $1.84B | 42.68% | 77 Outperform | |
| Nextpower Inc | 2.86% | $134.14K | $18.20B | 156.10% | 78 Outperform | |
| Darling Ingredients | 2.54% | $119.09K | $8.06B | 34.59% | 69 Neutral | |
| GATX | 2.23% | $104.48K | $6.91B | 14.67% | 76 Outperform | |
| Reinsurance Group | 2.22% | $104.38K | $14.58B | 11.72% | 74 Outperform | |
| Popular | 2.15% | $100.84K | $9.66B | 38.51% | 77 Outperform |
EPSV Technical Analysis
Positive
―
Price Trends
25.25
Positive
24.21
Positive
Market Momentum
0.51
Negative
69.18
Neutral
89.33
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPSV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.26, equal to the 50-day MA of 25.25, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.51 indicates Negative momentum. The RSI at 69.18 is Neutral, neither overbought nor oversold. The STOCH value of 89.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPSV.
EPSV Peer Comparison
Comparison Results
Performance Comparison
EPSV
Harbor SMID Cap Value ETF
27.14
7.45
37.84%
OASC
OneAscent Small Cap Core ETF
―
―
―
SMOX
Horizon Small/Mid Cap Core Equity ETF
―
―
―
ASCE
Allspring SMID Core ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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