Compare · 2 funds side by side · dividends reinvested

EPSV and IJH

EPSVHarbor×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

EPSV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.4

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.42%+19.1%+24.3%[…][…]−10.5%17.6%$6M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: EPSV 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor SMID Cap Value ETF (EPSV) · $6M[…]

EPSV

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

EPSVMeasureIJH

+19.1%Year to dateJan 1 → Nov 5+9.5%

+24.3%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.88%Expense ratio$88 · $5 a year on $10k · lower is better0.05%

2.42%Trailing 12-mo yield$242 · $126 a year on $10k1.26%

−10.5%Worst dropSmaller is better−8.8%

17.6%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

EPSV vs IJH: Top 5 Holdings

Today

EPSV

13.9%in top 5

IJH

in top 53.5%

EPSVStockIJH

3.4%MOG-Anot top 5

2.7%AVTnot top 5

2.7%RGAnot top 5

2.6%NXTnot top 5

2.5%DGIInot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common8.9%

End-of-day Nov 5, 2026 · share of each fund

EPSV vs IJH Returns, Every Period

HarborEPSV

+24.3%

past year

IJHiShares

+12.9%

past year

EPSVIJHFaded: behind in that period

2–0EPSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EPSV vs IJH

YTD

HarborEPSV

+19.1%

IJHiShares

+9.5%

+19.1%Year to date+9.5%

−10.5%Worst drop · 1Y−8.8%

17.6%Volatility · 1Y15.5%

2.4%Yield1.3%

$5.9MAssets$121B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPSV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EPSV0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EPSV, IJH

2.42%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.42%$242

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, EPSV

EPSV$242 − $88 = $154

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EPSV, IJH

Today

8.9%most shared, EPSV and IJH

EPSVIJH

EPSV—8.9%

IJH8.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.3%EPSV, at 17.6% volatility

IJHWorst drop−8.8%15.5% vol

EPSVWorst drop−10.5%17.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EPSVIJH

+19.1%Year to date+9.5%

2.4%Yield1.3%

+24.3%Past year+12.9%

0.88%Fee0.05%

3–1EPSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026