Compare · 2 funds side by side · dividends reinvested

EPEM and EEM

EPEMHarbor×EEMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,211EEM · best of the two

02 / 04

EPEM and EEM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Emerging Markets Equity ETF (EPEM)International · Emerging0.84%3.06%+19.7%+22.0%[…][…]−13.3%23.1%$8M1.2

iShares MSCI Emerging Markets ETFInternational · Emerging0.72%1.82%+12.3%+12.6%+21.6%+5.7%−14.3%25.6%$28.3B1.6

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: EPEM 2025 · EEM 2003

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Emerging Markets Equity ETF (EPEM) · $8M[…]

EPEM

EEM

iShares MSCI Emerging Markets ETF · $28.3B$13,211

$10,000 five years ago, dividends reinvested · they hold 17.6% in common

EPEMMeasureEEM

+19.7%Year to dateJan 1 → Nov 3+12.3%

+22.0%1 yearTotal return+12.6%

[…]3 years · per year$10,000 became […] · $17,965+21.6%

[…]5 years · per year$10,000 became […] · $13,211+5.7%

0.84%Expense ratio$84 · $72 a year on $10k · lower is better0.72%

3.06%Trailing 12-mo yield$306 · $182 a year on $10k1.82%

−13.3%Worst dropSmaller is better−14.3%

23.1%VolatilityLower is calmer25.6%

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

5–1EPEM wins

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

More Ways to See the Pairs

EPEM vs EEM: Top 5 Holdings

Today

EPEM

31.3%in top 5

EEM

in top 532.5%

EPEMStockEEM

14.5%2330.TW15.8%

not top 5005930.K7.0%

not top 5000660.K5.2%

5.0%3711.TWnot top 5

4.1%CIBnot top 5

3.9%2377.TWnot top 5

3.8%2317.TWnot top 5

not top 50700.HK2.7%

not top 59988.HK1.8%

Held in common17.6%

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

EPEM vs EEM Returns, Every Period

HarborEPEM

+22.0%

past year

EEMiShares

+12.6%

past year

EPEMEEMFaded: behind in that period

2–0EPEM wins

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

EPEM vs EEM

YTD

HarborEPEM

+19.7%

EEMiShares

+12.3%

+19.7%Year to date+12.3%

−13.3%Worst drop · 1Y−14.3%

23.1%Volatility · 1Y25.6%

3.1%Yield1.8%

$7.8MAssets$28.3B

4–0EPEM wins

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

Cost, Income and Risk

Fees: EPEM, EEM

Today

0.72%lowest, EEM

FundExpense ratioFee$10k

EEM0.72%$72

EPEM0.84%$84

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

Yields: EPEM, EEM

3.06%highest, EPEM

FundTrailing yieldYield$10k

EPEM3.06%$306

EEM1.82%$182

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

Income After Fees on $10,000

$222most kept, EPEM

EPEM$306 − $84 = $222

EEM$182 − $72 = $110

KeptFee

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

Overlap: EPEM, EEM

Today

17.6%most shared, EPEM and EEM

EPEMEEM

EPEM—17.6%

EEM17.6%—

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

Return vs Bumpiness: 2 ETFs

+22.0%EPEM, at 23.1% volatility

EPEMWorst drop−13.3%23.1% vol

EEMWorst drop−14.3%25.6% vol

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

Paid More vs Made More

YTD

EPEMEEM

+19.7%Year to date+12.3%

3.1%Yield1.8%

+22.0%Past year+12.6%

0.84%Fee0.72%

3–1EPEM wins

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