Compare · 2 funds side by side · dividends reinvested

EPMV and VO

EPMVHarbor×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

EPMV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

Harbor Mid Cap Value ETF (EPMV)US Stock Styles · Mid cap0.88%1.26%+17.1%+22.7%[…][…]−8.8%14.8%$5M1.7

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMV

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

EPMVMeasureVO

+17.1%Year to dateJan 1 → Nov 4+14.7%

+22.7%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

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

1.26%Trailing 12-mo yield$126 · $134 a year on $10k1.34%

−8.8%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer12.4%

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

2–4VO wins

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 VO: Top 5 Holdings

Today

EPMV

13.2%in top 5

in top 55.3%

EPMVStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common7.0%

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

EPMV vs VO Returns, Every Period

HarborEPMV

+22.7%

past year

VOVanguard

+15.3%

past year

EPMVVOFaded: behind in that period

2–0EPMV wins

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

EPMV vs VO

YTD

HarborEPMV

+17.1%

VOVanguard

+14.7%

+17.1%Year to date+14.7%

−8.8%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y12.4%

1.3%Yield1.3%

$4.7MAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: EPMV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

EPMV0.88%$88

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

Yields: EPMV, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

EPMV1.26%$126

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

EPMV$126 − $88 = $38

KeptFee

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

Overlap: EPMV, VO

Today

7.0%most shared, EPMV and VO

EPMVVO

EPMV—7.0%

VO7.0%—

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

VOWorst drop−8.2%12.4% 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

VOEPMV

+14.7%Year to date+17.1%

1.3%Yield1.3%

+15.3%Past year+22.7%

0.03%Fee0.88%

2–1EPMV 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026