Compare · 2 funds side by side · dividends reinvested

EPSV and VOO

EPSVHarbor×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

EPSV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

EPSVMeasureVOO

+23.7%Year to dateJan 1 → Nov 4+13.4%

+28.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.88%Expense ratio$88 · $3 a year on $10k · lower is better0.03%

2.33%Trailing 12-mo yield$233 · $105 a year on $10k1.05%

−9.8%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.8%

EPSVVOO 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 VOO: Top 5 Holdings

Today

EPSV

14.6%in top 5

VOO

in top 528.3%

EPSVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

3.8%MOG-Anot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%AVTnot top 5

2.8%SANMnot top 5

2.7%RGAnot top 5

2.5%CRLnot top 5

Held in common0.6%

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

EPSV vs VOO Returns, Every Period

HarborEPSV

+28.4%

past year

VOOVanguard

+13.5%

past year

EPSVVOOFaded: 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 VOO

YTD

HarborEPSV

+23.7%

VOOVanguard

+13.4%

+23.7%Year to date+13.4%

−9.8%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.8%

2.3%Yield1.1%

$5.9MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: EPSV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

EPSV0.88%$88

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

Yields: EPSV, VOO

2.33%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.33%$233

VOO1.05%$105

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

Income After Fees on $10,000

$145most kept, EPSV

EPSV$233 − $88 = $145

VOO$105 − $3 = $102

KeptFee

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

Overlap: EPSV, VOO

Today

0.6%most shared, EPSV and VOO

EPSVVOO

EPSV—0.6%

VOO0.6%—

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

VOOWorst drop−8.9%12.8% 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

EPSVVOO

+23.7%Year to date+13.4%

2.3%Yield1.1%

+28.4%Past year+13.5%

0.88%Fee0.03%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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