ACSM vs EPSB

ACSM vs EPSB

Which is better, ACSM or EPSB?

ACSM costs less.

ACSM has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 27.6%.

Lower Fees: ACSMLess Concentrated: ACSM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACSMEPSB
Expense Ratio0.52%Best0.88%
AUM$20M$7M
Dividend Yield0.00%1.17%
Holdings202117
YTD Return+4.80%+17.57%Best
1Y Return-+22.94%
Top 10 Weight11.2%Best27.6%
Fund FamilyHartford FundsHarbor Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionSep 29, 2026May 1, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

ACSM vs EPSB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ACSM against instead:ACSM vs SPYACSM vs QQQACSM vs VOOACSM vs VTIEPSB against:EPSB vs VXUS

ACSM vs EPSB Performance

Hartford Alpha Capture SMID Cap ETF (ACSM) is an ETF from Hartford Funds and Harbor SMID Cap Core ETF (EPSB) is an ETF from Harbor Funds. Year to date, ACSM is up 4.80% versus a gain of 17.57% for EPSB.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACSM charges 0.52% per year while EPSB charges 0.88%. On a $10,000 position that is $52 vs $88 annually, a gap of $36 per year that compounds over a long holding period. On income, ACSM currently yields 0.00% against 1.17% for EPSB.

Holdings Overlap

ACSM already in EPSB4.2%
EPSB already in ACSM15.7%

4.2% of ACSM's money is in holdings EPSB also owns. 15.7% of EPSB's money is in holdings ACSM also owns.

EPSB and ACSM share little of their money.

8 positions in common, counted across the 202 positions we hold weights for in ACSM and 58 in EPSB, against full books of 202 and 117.

What only one of them owns

Our book lists 48 positions for EPSB that do not appear in our book for ACSM (81.2% of the fund), and 191 for ACSM that do not appear in EPSB (90.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ACSMWeight in EPSBDifference
MOG.AMoog Inccommon Stock0.25%3.31%3.06%
BOXBox Inc - Class A1.06%1.84%0.78%
FCFSFirstcash Inc0.55%2.19%1.64%
CACICaci International Inc, Class A0.46%2.19%1.73%
MPWRMonolithic Power Systems Inc0.24%2.20%1.96%
SANMSanmina Corp0.41%1.85%1.44%
SONSonoco Products Company1.00%1.15%0.15%
WECWec Energy Group Inc.0.18%0.96%0.78%

You are not choosing between two funds in isolation.

Whichever of ACSM and EPSB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACSMEPSB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACSM or EPSB?

ACSM has an expense ratio of 0.52% while EPSB charges 0.88%. ACSM is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between ACSM and EPSB?

15.7% of EPSB's money is in holdings ACSM also owns. 15.7% of EPSB's is in holdings ACSM also owns. They hold 8 positions in common, counted across the 202 positions we hold weights for in ACSM and 58 in EPSB.

Which pays a higher dividend, ACSM or EPSB?

ACSM yields 0.00% while EPSB yields 1.17%, so EPSB currently pays the higher dividend yield.

Is EPSB better than ACSM?

ACSM has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 27.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.