Compare · 2 funds side by side · dividends reinvested

EPAI and IVOG

EPAIHarbor×IVOGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,893IVOG · best of the two

02 / 03

EPAI and IVOG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.10%0.59%+8.4%+10.6%+15.9%+5.2%−12.2%18.4%$1.7B1.1

Harbor ETF Trust - Harbor AI Inflection Strategy ETFThematic · AI & semis0.88%0.00%+9.5%[…][…][…][…][…]$5M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: EPAI 2025 · IVOG 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

EPAI

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$12,893

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

EPAIMeasureIVOG

+9.5%Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $15,549+15.9%

[…]5 years · per year$10,000 became […] · $12,893+5.2%

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

0.00%Trailing 12-mo yield$0 · $59 a year on $10k0.59%

[…]Worst dropSmaller is better−12.2%

[…]VolatilityLower is calmer18.4%

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

1–2IVOG wins

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

More Ways to See the Pairs

EPAI vs IVOG: Top 5 Holdings

Today

EPAI

19.2%in top 5

IVOG

in top 58.8%

EPAIStockIVOG

4.1%TSMnot top 5

3.9%ENTGnot top 5

3.9%AMATnot top 5

3.7%ASMLnot top 5

3.6%CRLnot top 5

not top 5TWLO2.5%

not top 5OKTA1.9%

not top 5FTI1.5%

not top 5NVT1.4%

not top 5ATI1.4%

Held in common6.7%

End-of-day Nov 5, 2026 · share of each fund

EPAI vs IVOG Returns, Every Period

HarborEPAI

[…]

past year

IVOGVanguard

+10.6%

past year

EPAIIVOGFaded: behind in that period

1–0EPAI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: EPAI vs IVOG

YTD

HarborEPAI

+9.5%

IVOGVanguard

+8.4%

+9.5%Year to date+8.4%

[…]Worst drop · 1Y−12.2%

[…]Volatility · 1Y18.4%

0.0%Yield0.6%

$4.8MAssets$1.7B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPAI, IVOG

Today

0.10%lowest, IVOG

FundExpense ratioFee$10k

IVOG0.10%$10

EPAI0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EPAI, IVOG

0.59%highest, IVOG

FundTrailing yieldYield$10k

IVOG0.59%$59

EPAI0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$49most kept, IVOG

IVOG$59 − $10 = $49

EPAI$0 − $88 = −$88

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EPAI, IVOG

Today

6.7%most shared, EPAI and IVOG

EPAIIVOG

EPAI—6.7%

IVOG6.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%IVOG, at 18.4% volatility

IVOGWorst drop−12.2%18.4% vol

EPAIWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVOGEPAI

+8.4%Year to date+9.5%

0.6%Yield0.0%

+10.6%Past year[…]

0.10%Fee0.88%

2–1IVOG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026