Compare · 2 funds side by side · dividends reinvested

EPMB and IJH

EPMBHarbor×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

EPMB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Mid Cap Core ETF (EPMB)US Stock Styles · Mid cap0.88%1.55%+15.5%+20.8%[…][…]−8.9%14.0%$5M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

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: EPMB 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Mid Cap Core ETF (EPMB) · $5M[…]

EPMB

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

EPMBMeasureIJH

+15.5%Year to dateJan 1 → Nov 3+13.2%

+20.8%1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.88%Expense ratio$88 · $5 a year on $10k · lower is better0.05%

1.55%Trailing 12-mo yield$155 · $122 a year on $10k1.22%

−8.9%Worst dropSmaller is better−8.8%

14.0%VolatilityLower is calmer15.0%

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

4–2EPMB wins

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

More Ways to See the Pairs

EPMB vs IJH: Top 5 Holdings

Today

EPMB

13.8%in top 5

IJH

in top 53.9%

EPMBStockIJH

3.1%ENTG0.7%

2.9%KEYSnot top 5

2.8%WWDnot top 5

2.5%IQVnot top 5

2.4%RGAnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common4.8%

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

EPMB vs IJH Returns, Every Period

HarborEPMB

+20.8%

past year

IJHiShares

+15.7%

past year

EPMBIJHFaded: behind in that period

2–0EPMB wins

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

EPMB vs IJH

YTD

HarborEPMB

+15.5%

IJHiShares

+13.2%

+15.5%Year to date+13.2%

−8.9%Worst drop · 1Y−8.8%

14.0%Volatility · 1Y15.0%

1.5%Yield1.2%

$4.6MAssets$125B

3–1EPMB wins

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

Cost, Income and Risk

Fees: EPMB, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EPMB0.88%$88

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

Yields: EPMB, IJH

1.55%highest, EPMB

FundTrailing yieldYield$10k

EPMB1.55%$155

IJH1.22%$122

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

EPMB$155 − $88 = $67

KeptFee

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

Overlap: EPMB, IJH

Today

4.8%most shared, EPMB and IJH

EPMBIJH

EPMB—4.8%

IJH4.8%—

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

Return vs Bumpiness: 2 ETFs

+20.8%EPMB, at 14.0% volatility

EPMBWorst drop−8.9%14.0% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

EPMBIJH

+15.5%Year to date+13.2%

1.5%Yield1.2%

+20.8%Past year+15.7%

0.88%Fee0.05%

3–1EPMB 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