Small Value · NYSE · USD · Data as of 2026-05-13
AUM
$4.98M
Expense ratio
0.88%
Yield
—
YTD return
+19.08%
Last price
$29.21
Broad Equity · Coverage 63% · low
Today
75.8
Outlook
57.7
Block A (composite-derived)
53.1
Block C (market behavior)
92.2
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
53.1
Coverage 63% · medium
Liquidity
—
Expenses
45.0
Performance
—
Volatility
18.8
Dividend
—
Concentration
55.0
Smart Money
67.8
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Editorial coverage for EPSV is coming soon — copy is rolling out to the broader universe ETF-by-ETF in 2026Q2.
Harbor Small Cap Value ETF is an exchange-traded fund designed to provide targeted exposure to the U.S. small-cap value segment. The fund primarily invests in equity securities of small-cap companies that exhibit value characteristics, such as low price-to-earnings and price-to-book ratios relative to their peers. By focusing on small-cap stocks, the ETF aims to capture potential growth and capital appreciation opportunities found within smaller, often under-researched companies that may be undervalued by the broader market. This investment strategy serves investors seeking diversification beyond large-cap equities, with an emphasis on the value style of investing. The ETF plays a significant role in portfolio construction for those looking to balance risk and return by allocating to a dynamic and historically resilient segment of the U.S. equity market. Its approach leverages a disciplined value investment process, making it a notable tool for building exposure to small-cap value stocks across various economic sectors.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $4,983,471. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EPSV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.