Compare EPSV and MDY | ETF Tracker

EPSV and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.4

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.33%+23.7%+28.4%[…][…]−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 4, 2026 · returns include dividends · since: EPSV 2025 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EPSV

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

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

EPSVMeasureMDY

+23.7%Year to dateJan 1 → Nov 4+13.6%

+28.4%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.88%Expense ratio$88 · $23 a year on $10k · lower is better0.23%

2.33%Trailing 12-mo yield$233 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.8%

17.1%VolatilityLower is calmer14.9%

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

3–3Level

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 MDY: Top 5 Holdings

Today

EPSV

14.6%in top 5

MDY

in top 53.8%

EPSVStockMDY

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 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common8.9%

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

EPSV vs MDY Returns, Every Period

1Y

HarborEPSV

+28.4%

past year

MDYSPDR

+16.0%

past year

EPSVMDYFaded: behind in that period

2–0EPSV wins

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

EPSV vs MDY

YTD

HarborEPSV

+23.7%

MDYSPDR

+13.6%

+23.7%Year to date+13.6%

−9.8%Worst drop · 1Y−8.8%

17.1%Volatility · 1Y14.9%

2.3%Yield1.0%

$5.9MAssets$26.1B

2–2level

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

Cost, Income and Risk

Fees: EPSV, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

EPSV0.88%$88

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

Yields: EPSV, MDY

1Y

2.33%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.33%$233

MDY1.03%$103

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

Income After Fees on $10,000

1Y

$145most kept, EPSV

EPSV$233 − $88 = $145

MDY$103 − $23 = $80

KeptFee

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

Overlap: EPSV, MDY

Today

8.9%most shared, EPSV and MDY

EPSVMDY

EPSV—8.9%

MDY8.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+28.4%EPSV, at 17.1% volatility

MDYWorst drop−8.8%14.9% 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

EPSVMDY

+23.7%Year to date+13.6%

2.3%Yield1.0%

+28.4%Past year+16.0%

0.88%Fee0.23%

3–1EPSV 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026