Compare · 2 funds side by side · dividends reinvested

EPMV and IWR

EPMVHarbor×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

EPMV and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Harbor Mid Cap Value ETF (EPMV)US Stock Styles · Mid cap0.88%1.26%+17.1%+22.7%[…][…]−8.8%14.8%$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 4, 2026 · returns include dividends · since: EPMV 2025 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMV

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

EPMVMeasureIWR

+17.1%Year to dateJan 1 → Nov 4+16.9%

+22.7%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.88%Expense ratio$88 · $18 a year on $10k · lower is better0.18%

1.26%Trailing 12-mo yield$126 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer13.4%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPMV vs IWR: Top 5 Holdings

Today

EPMV

13.2%in top 5

IWR

in top 53.7%

EPMVStockIWR

2.8%FLEXnot top 5

2.7%IQVnot top 5

2.6%ICEnot top 5

2.6%SNPSnot top 5

2.4%CMInot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common7.3%

End-of-day Nov 4, 2026 · share of each fund

EPMV vs IWR Returns, Every Period

HarborEPMV

+22.7%

past year

IWRiShares

+18.2%

past year

EPMVIWRFaded: behind in that period

2–0EPMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EPMV vs IWR

YTD

HarborEPMV

+17.1%

IWRiShares

+16.9%

+17.1%Year to date+16.9%

−8.8%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y13.4%

1.3%Yield1.1%

$4.6MAssets$58.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPMV, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

EPMV0.88%$88

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EPMV, IWR

1.26%highest, EPMV

FundTrailing yieldYield$10k

EPMV1.26%$126

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

EPMV$126 − $88 = $38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EPMV, IWR

Today

7.3%most shared, EPMV and IWR

EPMVIWR

EPMV—7.3%

IWR7.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%EPMV, at 14.8% volatility

IWRWorst drop−8.2%13.4% vol

EPMVWorst drop−8.8%14.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EPMVIWR

+17.1%Year to date+16.9%

1.3%Yield1.1%

+22.7%Past year+18.2%

0.88%Fee0.18%

3–1EPMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026