Compare EPAI and EPSV

EPAI and EPSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.32%+23.9%+28.6%[…][…]−9.8%17.1%$6M1.2

Harbor ETF Trust - Harbor AI Inflection Strategy ETFThematic · AI & semis0.88%0.00%+26.2%[…][…][…][…][…]$5M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPAI 2025 · EPSV 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Harbor ETF Trust - Harbor AI Inflection Strategy ETF · $5M[…]

EPAI

EPSV

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

$10,000 five years ago, dividends reinvested · they hold 15.9% in common

EPAIMeasureEPSV

+26.2%Year to dateJan 1 → Nov 3+23.9%

[…]1 yearTotal return+28.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.88%Expense ratio$88 · $88 a year on $10k · lower is better0.88%

0.00%Trailing 12-mo yield$0 · $232 a year on $10k2.32%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer17.1%

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

1–1Level

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

More Ways to See the Pairs

EPAI vs EPSV: Top 5 Holdings

Today

EPAI

19.2%in top 5

EPSV

in top 514.4%

EPAIStockEPSV

4.1%ENTGnot top 5

4.0%TSMnot top 5

3.8%AMATnot top 5

not top 5MOG-A3.8%

3.7%ASMLnot top 5

3.7%CRLnot top 5

not top 5AVT2.7%

not top 5RGA2.7%

not top 5SANM2.7%

not top 5DGII2.5%

Held in common15.9%

End-of-day Nov 3, 2026 · share of each fund

EPAI vs EPSV Returns, Every Period

1Y

HarborEPAI

[…]

past year

EPSVHarbor

+28.6%

past year

EPAIEPSVFaded: behind in that period

1–0EPAI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: EPAI vs EPSV

YTD

HarborEPAI

+26.2%

EPSVHarbor

+23.9%

+26.2%Year to date+23.9%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y17.1%

0.0%Yield2.3%

$4.9MAssets$5.9M

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPAI, EPSV

Today

0.88%lowest, EPAI

FundExpense ratioFee$10k

EPAI0.88%$88

EPSV0.88%$88

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPAI, EPSV

1Y

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

EPAI0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$144most kept, EPSV

EPSV$232 − $88 = $144

EPAI$0 − $88 = −$88

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPAI, EPSV

Today

15.9%most shared, EPAI and EPSV

EPAIEPSV

EPAI—15.9%

EPSV15.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.6%EPSV, at 17.1% volatility

EPSVWorst drop−9.8%17.1% vol

EPAIWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPSVEPAI

+23.9%Year to date+26.2%

2.3%Yield0.0%

+28.6%Past year[…]

0.88%Fee0.88%

1–1level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026