Compare · 2 funds side by side · dividends reinvested

EPSV and IWR

EPSVHarbor×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

EPSV and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.4

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.32%+23.9%+28.6%[…][…]−9.8%17.1%$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 3, 2026 · returns include dividends · since: EPSV 2025 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

EPSVMeasureIWR

+23.9%Year to dateJan 1 → Nov 3+15.6%

+28.6%1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

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

2.32%Trailing 12-mo yield$232 · $115 a year on $10k1.15%

−9.8%Worst dropSmaller is better−8.2%

17.1%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

EPSV vs IWR: Top 5 Holdings

Today

EPSV

14.4%in top 5

IWR

in top 53.8%

EPSVStockIWR

3.8%MOG-Anot top 5

2.7%AVTnot top 5

2.7%RGAnot top 5

2.7%SANMnot top 5

2.5%DGIInot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common4.6%

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

EPSV vs IWR Returns, Every Period

HarborEPSV

+28.6%

past year

IWRiShares

+16.7%

past year

EPSVIWRFaded: behind in that period

2–0EPSV wins

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

EPSV vs IWR

YTD

HarborEPSV

+23.9%

IWRiShares

+15.6%

+23.9%Year to date+15.6%

−9.8%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y13.4%

2.3%Yield1.2%

$5.9MAssets$58.2B

2–2level

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

Cost, Income and Risk

Fees: EPSV, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

EPSV0.88%$88

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

Yields: EPSV, IWR

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

IWR1.15%$115

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

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

IWR$115 − $18 = $97

KeptFee

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

Overlap: EPSV, IWR

Today

4.6%most shared, EPSV and IWR

EPSVIWR

EPSV—4.6%

IWR4.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.6%EPSV, at 17.1% volatility

IWRWorst drop−8.2%13.4% vol

EPSVWorst drop−9.8%17.1% vol

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

Paid More vs Made More

YTD

EPSVIWR

+23.9%Year to date+15.6%

2.3%Yield1.2%

+28.6%Past year+16.7%

0.88%Fee0.18%

3–1EPSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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