Compare · 2 funds side by side · dividends reinvested

EPMV and SCHD

EPMVHarbor×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

EPMV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Harbor Mid Cap Value ETF (EPMV)US Stock Styles · Mid cap0.88%1.29%+14.4%+20.0%[…][…]−8.8%15.1%$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 6, 2026 · returns include dividends · since: EPMV 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

EPMVMeasureSCHD

+14.4%Year to dateJan 1 → Nov 6+31.4%

+20.0%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.88%Expense ratio$88 · $6 a year on $10k · lower is better0.06%

1.29%Trailing 12-mo yield$129 · $300 a year on $10k3.00%

−8.8%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPMV vs SCHD: Top 5 Holdings

Today

EPMV

12.9%in top 5

SCHD

in top 521.4%

EPMVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.8%IQVnot top 5

2.7%ICEnot top 5

2.5%SNPSnot top 5

2.5%DRInot top 5

2.4%RJFnot top 5

Held in common3.1%

End-of-day Nov 6, 2026 · share of each fund

EPMV vs SCHD Returns, Every Period

HarborEPMV

+20.0%

past year

SCHDSchwab

+37.0%

past year

EPMVSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: EPMV vs SCHD

YTD

HarborEPMV

+14.4%

SCHDSchwab

+31.4%

+14.4%Year to date+31.4%

−8.8%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

1.3%Yield3.0%

$4.7MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EPMV0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPMV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

EPMV1.29%$129

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

EPMV$129 − $88 = $41

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPMV, SCHD

Today

3.1%most shared, EPMV and SCHD

EPMVSCHD

EPMV—3.1%

SCHD3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

EPMVWorst drop−8.8%15.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDEPMV

+31.4%Year to date+14.4%

3.0%Yield1.3%

+37.0%Past year+20.0%

0.06%Fee0.88%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026