Compare · 2 funds side by side · dividends reinvested

EPMB and VOE

EPMBHarbor×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

EPMB and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.0

Harbor Mid Cap Core ETF (EPMB)US Stock Styles · Mid cap0.88%1.55%+15.5%+20.8%[…][…]−8.9%14.0%$5M2.0

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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMB

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

EPMBMeasureVOE

+15.5%Year to dateJan 1 → Nov 3+20.7%

+20.8%1 yearTotal return+24.9%

[…]3 years · per year$10,000 became […] · $18,135+21.9%

[…]5 years · per year$10,000 became […] · $16,036+9.9%

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

1.55%Trailing 12-mo yield$155 · $184 a year on $10k1.84%

−8.9%Worst dropSmaller is better−6.9%

14.0%VolatilityLower is calmer11.0%

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

0–6VOE 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 VOE: Top 5 Holdings

Today

EPMB

13.8%in top 5

VOE

in top 58.1%

EPMBStockVOE

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 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common10.9%

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

EPMB vs VOE Returns, Every Period

HarborEPMB

+20.8%

past year

VOEVanguard

+24.9%

past year

EPMBVOEFaded: behind in that period

0–2VOE wins

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

EPMB vs VOE

YTD

HarborEPMB

+15.5%

VOEVanguard

+20.7%

+15.5%Year to date+20.7%

−8.9%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.0%

1.5%Yield1.8%

$4.6MAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: EPMB, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

EPMB0.88%$88

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

Yields: EPMB, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

EPMB1.55%$155

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

EPMB$155 − $88 = $67

KeptFee

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

Overlap: EPMB, VOE

Today

10.9%most shared, EPMB and VOE

EPMBVOE

EPMB—10.9%

VOE10.9%—

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

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% 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

VOEEPMB

+20.7%Year to date+15.5%

1.8%Yield1.5%

+24.9%Past year+20.8%

0.05%Fee0.88%

4–0VOE 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