Compare EPSV and SPY | ETF Tracker

EPSV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EPSV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

EPSVMeasureSPY

+23.7%Year to dateJan 1 → Nov 4+13.3%

+28.4%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.88%Expense ratio$88 · $9 a year on $10k · lower is better0.09%

2.33%Trailing 12-mo yield$233 · $99 a year on $10k0.99%

−9.8%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.9%

EPSVSPY 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 SPY: Top 5 Holdings

Today

EPSV

14.6%in top 5

SPY

in top 527.3%

EPSVStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.8%MOG-Anot top 5

not top 5AMZN3.8%

2.8%AVTnot top 5

2.8%SANMnot top 5

2.7%RGAnot top 5

2.5%CRLnot top 5

not top 5GOOGL2.5%

Held in common0.7%

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

EPSV vs SPY Returns, Every Period

1Y

HarborEPSV

+28.4%

past year

SPYSPDR

+13.4%

past year

EPSVSPYFaded: behind in that period

2–0EPSV wins

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

Stocks vs Core: EPSV vs SPY

YTD

HarborEPSV

+23.7%

SPYSPDR

+13.3%

+23.7%Year to date+13.3%

−9.8%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.9%

2.3%Yield1.0%

$5.9MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: EPSV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EPSV0.88%$88

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

Yields: EPSV, SPY

1Y

2.33%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.33%$233

SPY0.99%$99

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

Income After Fees on $10,000

1Y

$145most kept, EPSV

EPSV$233 − $88 = $145

SPY$99 − $9 = $90

KeptFee

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

Overlap: EPSV, SPY

Today

0.7%most shared, EPSV and SPY

EPSVSPY

EPSV—0.7%

SPY0.7%—

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

SPYWorst drop−8.9%12.9% 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

EPSVSPY

+23.7%Year to date+13.3%

2.3%Yield1.0%

+28.4%Past year+13.4%

0.88%Fee0.09%

3–1EPSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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