Compare · 2 funds side by side · dividends reinvested

EPMV and VOO

EPMVHarbor×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

EPMV and VOO, 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%$5M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EPMV 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

EPMV

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

EPMVMeasureVOO

+16.1%Year to dateJan 1 → Nov 3+11.5%

+21.2%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

1.27%Trailing 12-mo yield$127 · $107 a year on $10k1.07%

−8.8%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.7%

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

4–2EPMV 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 VOO: Top 5 Holdings

Today

EPMV

13.0%in top 5

VOO

in top 528.3%

EPMVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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

Held in common2.8%

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

EPMV vs VOO Returns, Every Period

HarborEPMV

+21.2%

past year

VOOVanguard

+11.9%

past year

EPMVVOOFaded: behind in that period

2–0EPMV wins

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

Stocks vs Core: EPMV vs VOO

YTD

HarborEPMV

+16.1%

VOOVanguard

+11.5%

+16.1%Year to date+11.5%

−8.8%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.7%

1.3%Yield1.1%

$4.6MAssets$1.00T

3–1EPMV wins

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

Cost, Income and Risk

Fees: EPMV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

EPMV0.88%$88

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

Yields: EPMV, VOO

1.27%highest, EPMV

FundTrailing yieldYield$10k

EPMV1.27%$127

VOO1.07%$107

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

EPMV$127 − $88 = $39

KeptFee

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

Overlap: EPMV, VOO

Today

2.8%most shared, EPMV and VOO

EPMVVOO

EPMV—2.8%

VOO2.8%—

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

VOOWorst drop−8.9%12.7% vol

EPMVWorst drop−8.8%14.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPMVVOO

+16.1%Year to date+11.5%

1.3%Yield1.1%

+21.2%Past year+11.9%

0.88%Fee0.03%

3–1EPMV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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