Compare · 2 funds side by side · dividends reinvested

EPSV and VOT

EPSVHarbor×VOTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,762VOT · best of the two

02 / 04

EPSV and VOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor SMID Cap Value ETF (EPSV)US Stock Styles · Mid cap0.88%2.32%+23.9%+28.6%[…][…]−9.8%17.1%$6M1.2

Vanguard Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.61%+4.2%−0.2%+17.8%+3.3%−14.2%18.0%$19.2B1.6

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 · VOT 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

VOT

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,762

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EPSVMeasureVOT

+23.9%Year to dateJan 1 → Nov 3+4.2%

+28.6%1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $16,330+17.8%

[…]5 years · per year$10,000 became […] · $11,762+3.3%

0.88%Expense ratio$88 · $5 a year on $10k · lower is better0.05%

2.32%Trailing 12-mo yield$232 · $61 a year on $10k0.61%

−9.8%Worst dropSmaller is better−14.2%

17.1%VolatilityLower is calmer18.0%

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

5–1EPSV wins

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

More Ways to See the Pairs

EPSV vs VOT: Top 5 Holdings

Today

EPSV

14.4%in top 5

VOT

in top 511.4%

EPSVStockVOT

3.8%MOG-Anot top 5

2.7%AVTnot top 5

2.7%RGAnot top 5

2.7%SANMnot top 5

not top 5NET2.6%

2.5%DGIInot top 5

not top 5PWR2.3%

not top 5VRT2.2%

not top 5DDOG2.2%

not top 5HWM2.1%

Held in common0.5%

End-of-day Nov 3, 2026 · share of each fund

EPSV vs VOT Returns, Every Period

HarborEPSV

+28.6%

past year

VOTVanguard

−0.2%

past year

EPSVVOTFaded: behind in that period

2–0EPSV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EPSV vs VOT

YTD

HarborEPSV

+23.9%

VOTVanguard

+4.2%

+23.9%Year to date+4.2%

−9.8%Worst drop · 1Y−14.2%

17.1%Volatility · 1Y18.0%

2.3%Yield0.6%

$5.9MAssets$19.2B

4–0EPSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPSV, VOT

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

EPSV0.88%$88

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EPSV, VOT

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

VOT0.61%$61

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

VOT$61 − $5 = $56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EPSV, VOT

Today

0.5%most shared, EPSV and VOT

EPSVVOT

EPSV—0.5%

VOT0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.6%EPSV, at 17.1% volatility

EPSVWorst drop−9.8%17.1% vol

VOTWorst drop−14.2%18.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EPSVVOT

+23.9%Year to date+4.2%

2.3%Yield0.6%

+28.6%Past year−0.2%

0.88%Fee0.05%

3–1EPSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026