Compare · 2 funds side by side · dividends reinvested

EPMB and VO

EPMBHarbor×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two

02 / 04

EPMB and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.4

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

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMB

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

EPMBMeasureVO

+15.5%Year to dateJan 1 → Nov 3+13.8%

+20.8%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

0.88%Expense ratio$88 · $3 a year on $10k · lower is better0.03%

1.55%Trailing 12-mo yield$155 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer12.4%

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

3–3Level

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 VO: Top 5 Holdings

Today

EPMB

13.8%in top 5

in top 55.3%

EPMBStockVO

3.1%ENTGnot top 5

2.9%KEYSnot top 5

2.8%WWDnot top 5

2.5%IQVnot top 5

2.4%RGAnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common10.0%

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

EPMB vs VO Returns, Every Period

HarborEPMB

+20.8%

past year

VOVanguard

+13.9%

past year

EPMBVOFaded: behind in that period

2–0EPMB wins

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

EPMB vs VO

YTD

HarborEPMB

+15.5%

VOVanguard

+13.8%

+15.5%Year to date+13.8%

−8.9%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y12.4%

1.5%Yield1.3%

$4.6MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: EPMB, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

EPMB0.88%$88

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

Yields: EPMB, VO

1.55%highest, EPMB

FundTrailing yieldYield$10k

EPMB1.55%$155

VO1.35%$135

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

EPMB$155 − $88 = $67

KeptFee

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

Overlap: EPMB, VO

Today

10.0%most shared, EPMB and VO

EPMBVO

EPMB—10.0%

VO10.0%—

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

VOWorst drop−8.2%12.4% vol

EPMBWorst drop−8.9%14.0% vol

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

Paid More vs Made More

YTD

EPMBVO

+15.5%Year to date+13.8%

1.5%Yield1.3%

+20.8%Past year+13.9%

0.88%Fee0.03%

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