Compare · 3 funds side by side · dividends reinvested

DRES, EPSV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

DRES, EPSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.32%+24.2%+28.3%[…][…]−10.5%17.8%$6M1.3

GMO Domestic Resilience ETFUnsorted0.50%0.67%+20.2%+24.0%[…][…]−11.9%18.1%$144M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DRES 2025 · EPSV 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

GMO Domestic Resilience ETF · $144M[…]

DRES

EPSV

Harbor SMID Cap Value ETF (EPSV) · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

DRESMeasureEPSV

+20.2%Year to dateJan 1 → Nov 9+24.2%

+24.0%1 yearTotal return+28.3%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $88 a year on $10k · lower is better0.88%

0.67%Trailing 12-mo yield$67 · $232 a year on $10k2.32%

−11.9%Worst dropSmaller is better−10.5%

18.1%VolatilityLower is calmer17.8%

DRESEPSV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5EPSV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DRES vs EPSV: Top 5 Holdings

Today

DRES

24.0%in top 5

EPSV

in top 514.0%

DRESStockEPSV

6.5%UNPnot top 5

5.1%MLMnot top 5

4.4%Jnot top 5

4.3%ALLEnot top 5

3.7%CSLnot top 5

not top 5MOG-A3.5%

not top 5RGA2.7%

not top 5NXT2.6%

not top 5AVT2.6%

not top 5CRL2.5%

Held in common9.2%

End-of-day Nov 9, 2026 · share of each fund

DRES vs EPSV Returns, Every Period

GMODRES

+24.0%

past year

EPSVHarbor

+28.3%

past year

DRESEPSVFaded: behind in that period

0–2EPSV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: DRES vs EPSV

YTD

GMODRES

+20.2%

EPSVHarbor

+24.2%

+20.2%Year to date+24.2%

−11.9%Worst drop · 1Y−10.5%

18.1%Volatility · 1Y17.8%

0.7%Yield2.3%

$144MAssets$5.7M

4–0EPSV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DRES, EPSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DRES0.50%$50

EPSV0.88%$88

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DRES, EPSV, VUG

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

DRES0.67%$67

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

VUG$41 − $3 = $38

DRES$67 − $50 = $17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DRES, EPSV, VUG

Today

9.2%most shared, DRES and EPSV

DRESEPSVVUG

DRES—9.2%0.3%

EPSV9.2%—0.3%

VUG0.3%0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%EPSV, at 17.8% volatility

EPSVWorst drop−10.5%17.8% vol

DRESWorst drop−11.9%18.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EPSVDRES

+24.2%Year to date+20.2%

2.3%Yield0.7%

+28.3%Past year+24.0%

0.88%Fee0.50%

3–1EPSV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026