Compare · 2 funds side by side · dividends reinvested

EPMV and IJH

EPMVHarbor×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

EPMV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Mid Cap Value ETF (EPMV)US Stock Styles · Mid cap0.88%1.27%+16.1%+21.2%[…][…]−8.8%14.8%$5M1.2

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%$125B1.6

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: EPMV 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Mid Cap Value ETF (EPMV) · $5M[…]

EPMV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

EPMVMeasureIJH

+16.1%Year to dateJan 1 → Nov 3+13.2%

+21.2%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%

1.27%Trailing 12-mo yield$127 · $122 a year on $10k1.22%

−8.8%Worst dropSmaller is better−8.8%

14.8%VolatilityLower is calmer15.0%

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

4–1EPMV wins

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

More Ways to See the Pairs

EPMV vs IJH: Top 5 Holdings

Today

EPMV

13.0%in top 5

IJH

in top 53.9%

EPMVStockIJH

2.7%FLEXnot top 5

2.7%ICEnot top 5

2.6%IQVnot top 5

2.6%SNPSnot top 5

2.4%CMInot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common4.5%

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

EPMV vs IJH Returns, Every Period

HarborEPMV

+21.2%

past year

IJHiShares

+15.7%

past year

EPMVIJHFaded: behind in that period

2–0EPMV wins

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

EPMV vs IJH

YTD

HarborEPMV

+16.1%

IJHiShares

+13.2%

+16.1%Year to date+13.2%

−8.8%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.0%

1.3%Yield1.2%

$4.6MAssets$125B

3–0EPMV wins

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

Cost, Income and Risk

Fees: EPMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EPMV0.88%$88

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

Yields: EPMV, IJH

1.27%highest, EPMV

FundTrailing yieldYield$10k

EPMV1.27%$127

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

EPMV$127 − $88 = $39

KeptFee

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

Overlap: EPMV, IJH

Today

4.5%most shared, EPMV and IJH

EPMVIJH

EPMV—4.5%

IJH4.5%—

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

Return vs Bumpiness: 2 ETFs

+21.2%EPMV, at 14.8% volatility

EPMVWorst drop−8.8%14.8% 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

EPMVIJH

+16.1%Year to date+13.2%

1.3%Yield1.2%

+21.2%Past year+15.7%

0.88%Fee0.05%

3–1EPMV 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