Compare · 2 funds side by side · dividends reinvested

EPSV and VO

EPSVHarbor×VOVanguard×
$7.5k$10k$12.5k$15kLow $7,717 · 2022VO$13,977Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two
02 / 04

EPSV and VO, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.4
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 · VO 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Harbor SMID Cap Value ETF (EPSV) · $6M[…]
EPSV
VO
Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

EPSVMeasureVO
+23.9%Year to dateJan 1 → Nov 3+13.8%
+28.6%1 yearTotal return+13.9%
[…]3 years · per year$10,000 became […] · $17,496+20.5%
[…]5 years · per year$10,000 became […] · $13,977+6.9%
0.88%Expense ratio$88 · $3 a year on $10k · lower is better0.03%
2.32%Trailing 12-mo yield$232 · $135 a year on $10k1.35%
−9.8%Worst dropSmaller is better−8.2%
17.1%VolatilityLower is calmer12.4%
EPSVVO 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
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More Ways to See the Pairs

EPSV vs VO: Top 5 Holdings

Today
14.4%in top 5
VO
in top 55.3%
EPSVStockVO
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 5NET1.1%
not top 5VLO1.1%
not top 5MPC1.1%
not top 5PSX1.0%
not top 5PWR1.0%
Held in common2.2%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

EPSV vs VO Returns, Every Period

1Y
HarborEPSV
+28.6%
past year
VOVanguard
+13.9%
past year
0%+10%+20%+30%+23.9%+13.8%YTD+28.6%+13.9%1 year
EPSVVOFaded: behind in that period
2–0EPSV wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

EPSV vs VO

YTD
HarborEPSV
+23.9%
VOVanguard
+13.8%
Jan 1Nov 3+23.9%+13.8%
+23.9%Year to date+13.8%
−9.8%Worst drop · 1Y−8.2%
17.1%Volatility · 1Y12.4%
2.3%Yield1.3%
$5.9MAssets$103B
2–2level
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: EPSV, VO

Today
0.03%lowest, VO
FundExpense ratioFee$10k
VO0.03%$3
EPSV0.88%$88
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: EPSV, VO

1Y
2.32%highest, EPSV
FundTrailing yieldYield$10k
EPSV2.32%$232
VO1.35%$135
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$144most kept, EPSV
EPSV$232 − $88 = $144
VO$135 − $3 = $132
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: EPSV, VO

Today
2.2%most shared, EPSV and VO
EPSVVO
EPSV—2.2%
VO2.2%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+28.6%EPSV, at 17.1% volatility
0%+10%+20%+30%+40%5%10%15%20%Volatility · 1 year → bumpierEPSV +28.6%VO +13.9%
VOWorst drop−8.2%12.4% vol
EPSVWorst drop−9.8%17.1% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
EPSVVO
Jan 1Nov 3+23.9%+13.8%
+23.9%Year to date+13.8%
2.3%Yield1.3%
+28.6%Past year+13.9%
0.88%Fee0.03%
3–1EPSV wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com