EPSV vs VOO
Harbor SMID Cap Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EPSV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EPSV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $6M | $979.0B | |
| Dividend Yield | 2.19% | 1.09% | |
| Holdings | 58 | 509 | |
| YTD Return | +30.04% | +13.72% | |
| 1Y Return | +42.47% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -8.9% | -34.3% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2025 | Sep 7, 2010 |
EPSV vs VOO Performance
Harbor SMID Cap Value ETF (EPSV) is a ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EPSV returned +42.47% while VOO returned +21.63%. Year to date, EPSV is up 30.04% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for EPSV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.9% for EPSV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EPSV charges 0.88% per year while VOO charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, EPSV currently yields 2.19% against 1.09% for VOO.
Holdings Overlap
EPSV and VOO share 13 holdings out of 549 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EPSV or VOO?
EPSV has an expense ratio of 0.88% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, EPSV or VOO?
Over the past year EPSV returned +42.47% vs +21.63% for VOO, so EPSV leads on 1-year performance. Over the longest common window we track (1 years), EPSV annualized +44.51% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, EPSV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for EPSV. Worst drawdown: EPSV -8.9% vs VOO -34.3%.
Should I hold both EPSV and VOO?
EPSV and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EPSV and VOO?
EPSV and VOO share 13 common holdings with a 0.6% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, EPSV or VOO?
EPSV yields 2.19% while VOO yields 1.09%, so EPSV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.