EPSB - ETF AI Analysis
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Harbor SMID Cap Core ETF (EPSB)
EPSB, the Harbor SMID Cap Core ETF, has a solid overall rating driven mainly by strong holdings like Woodward and Archrock, which show healthy financial performance, positive earnings sentiment, and supportive technical trends. The fund’s score is held back somewhat by weaker names such as Avantor and Charles River Labs, where declining revenues, profitability issues, and softer momentum create drag. A key risk factor is that several holdings show signs of high valuation or overbought conditions, which could limit future upside if market sentiment shifts.
EPSB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 7.41M
- Region
- North America
- Expense Ratio
- 0.88%
- Beta
- 0.75
- Issuer
- Harbor
- Inception Date
- May 01, 2025
- Dividend Yield
- 1.17%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
EPSB Summary
Harbor SMID Cap Core ETF (EPSB) is an actively managed fund that focuses on smaller and mid-sized U.S. companies, aiming for a mix of growth and stability. It doesn’t track a specific index, but instead selects about 40–70 stocks using research, with major exposure to industrials, technology, and financials. Well-known names in the fund include Charles River Labs and Ryder System. Investors might consider EPSB to diversify beyond large, well-known companies and tap into the growth potential of smaller firms. A key risk is that small- and mid-cap stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.88%, which means you’ll pay about $8.80 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professionals selecting a focused portfolio of small- and mid-cap U.S. companies.
What would affect this ETF?
Future returns for EPSB will likely be helped if the U.S. economy stays healthy, supporting small and mid-sized industrial and technology companies, and if innovation and business spending continue to grow in areas tied to its top holdings like electronics, lab services, and engineering. On the downside, higher interest rates, an economic slowdown in the U.S., or tighter regulations affecting financials, health care, or industrial firms could hurt smaller companies more than large ones and lead to larger price swings for this ETF.
EPSB Top 10 Holdings
EPSB leans heavily into U.S. industrials and tech, with names like FormFactor and Arrow Electronics doing much of the heavy lifting as their shares have been rising and adding momentum to the fund. Moog and Charles River Labs are also in the plus column, providing steady support despite some mixed longer-term signals. On the flip side, Woodward and Archrock have been losing steam lately, acting as mild drags. Overall, the ETF is a domestically focused, small- and mid-cap play, with performance largely steered by a handful of industrial and tech standouts.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CRL | Charles River Labs | 3.56% | $264.02K | $17.16B | 100.66% | 60Neutral |
 R | Ryder System | 3.12% | $231.28K | $10.80B | 66.79% | 73Outperform |
 MOG.A | Moog | 3.02% | $223.49K | $11.10B | 68.24% | 73Outperform |
 RGA | Reinsurance Group | 2.78% | $206.28K | $17.29B | 40.07% | 74Outperform |
 TDY | Teledyne Technologies | 2.71% | $200.53K | $30.30B | 27.13% | 71Outperform |
 AROC | Archrock | 2.63% | $194.85K | $5.56B | 24.75% | 79Outperform |
 WWD | Woodward | 2.61% | $193.05K | $17.99B | 14.75% | 79Outperform |
 ARW | Arrow Electronics | 2.43% | $180.05K | $10.61B | 84.00% | 64Neutral |
 CACI | Caci International | 2.38% | $176.68K | $15.01B | 19.95% | 78Outperform |
 BOX | Box | 2.28% | $168.81K | $5.96B | 36.42% | 65Neutral |
EPSB Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPSB, the sentiment is Neutral. The current price of 26.52 is above the 20-day moving average (MA) of 26.41, below the 50-day MA of 26.61, and above the 200-day MA of 26.30, indicating a neutral trend. The MACD of 0.00 indicates Negative momentum. The RSI at 50.51 is Neutral, neither overbought nor oversold. The STOCH value of 82.74 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EPSB.
EPSB Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EPSB | $26.52 | $29.00(9.37% Upside) | $7.41M | 0.88% | 68Neutral |
 MYLD | $33.69 | $37.60(11.63% Upside) | $53.88M | 0.62% | 68Neutral |
 BCSM | $24.64 | $32.09(30.21% Upside) | $37.89M | 0.75% | 58Neutral |
 IVSS | $30.46 | $36.54(19.96% Upside) | $30.67M | 0.59% | 69Neutral |
 BRSM | $25.42 | $31.19(22.69% Upside) | $27.85M | 0.38% | 66Neutral |
 ACSM | $40.26 | $50.78(26.13% Upside) | $20.39M | 0.52% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EPSB | Harbor SMID Cap Core ETF | 26.52 | 4.52 | 20.56% | |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | 33.69 | 8.87 | 35.76% | |
| BCSM | Baron SMID Cap ETF | 24.64 | 0.34 | 1.40% | |
| IVSS | Applied Finance IVS US SMID ETF | 30.46 | 5.24 | 20.78% | |
| BRSM | MFS Blended Research Small-Mid Cap ETF | 25.42 | 0.38 | 1.51% | |
| ACSM | Hartford Alpha Capture SMID Cap ETF | 40.26 | 0.81 | 2.06% |
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.