Compare · 2 funds side by side · dividends reinvested

EPSV and JEPI

EPSVHarbor×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

EPSV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.3

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.33%+23.7%+28.4%[…][…]−9.8%17.1%$6M1.7

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: EPSV 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPSVMeasureJEPI

+23.7%Year to dateJan 1 → Nov 4+8.8%

+28.4%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.88%Expense ratio$88 · $35 a year on $10k · lower is better0.35%

2.33%Trailing 12-mo yield$233 · $783 a year on $10k7.83%

−9.8%Worst dropSmaller is better−6.7%

17.1%VolatilityLower is calmer8.1%

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

2–4JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPSV vs JEPI: Top 5 Holdings

Today

EPSV

14.6%in top 5

JEPI

in top 59.5%

EPSVStockJEPI

3.8%MOG-Anot top 5

2.8%AVTnot top 5

2.8%SANMnot top 5

2.7%RGAnot top 5

2.5%CRLnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

EPSV vs JEPI Returns, Every Period

HarborEPSV

+28.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

EPSVJEPIFaded: behind in that period

2–0EPSV wins

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

Stocks vs Income: EPSV vs JEPI

YTD

HarborEPSV

+23.7%

JEPIJ.P. Morgan

+8.8%

+23.7%Year to date+8.8%

−9.8%Worst drop · 1Y−6.7%

17.1%Volatility · 1Y8.1%

2.3%Yield7.8%

$5.9MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: EPSV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EPSV0.88%$88

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

Yields: EPSV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

EPSV2.33%$233

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EPSV$233 − $88 = $145

KeptFee

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

Overlap: EPSV, JEPI

Today

0.0%most shared, EPSV and JEPI

EPSVJEPI

EPSV—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%EPSV, at 17.1% volatility

JEPIWorst drop−6.7%8.1% vol

EPSVWorst drop−9.8%17.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIEPSV

+8.8%Year to date+23.7%

7.8%Yield2.3%

+11.9%Past year+28.4%

0.35%Fee0.88%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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