Compare · 2 funds side by side · dividends reinvested

EPSV and IWF

Not found: VOT

EPSVHarbor×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

EPSV and IWF, 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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

EPSVMeasureIWF

+23.9%Year to dateJan 1 → Nov 3−0.5%

+28.6%1 yearTotal return−2.9%

[…]3 years · per year$10,000 became […] · $18,494+22.7%

[…]5 years · per year$10,000 became […] · $16,499+10.5%

0.88%Expense ratio$88 · $18 a year on $10k · lower is better0.18%

2.32%Trailing 12-mo yield$232 · $37 a year on $10k0.37%

−9.8%Worst dropSmaller is better−15.6%

17.1%VolatilityLower is calmer18.3%

EPSVIWF 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 IWF: Top 5 Holdings

Today

EPSV

14.4%in top 5

IWF

in top 539.3%

EPSVStockIWF

not top 5NVDA14.9%

not top 5AAPL8.4%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.7%

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

Held in common0.1%

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

EPSV vs IWF Returns, Every Period

HarborEPSV

+28.6%

past year

IWFiShares

−2.9%

past year

EPSVIWFFaded: behind in that period

2–0EPSV wins

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

EPSV vs IWF

YTD

HarborEPSV

+23.9%

IWFiShares

−0.5%

+23.9%Year to date−0.5%

−9.8%Worst drop · 1Y−15.6%

17.1%Volatility · 1Y18.3%

2.3%Yield0.4%

$5.9MAssets$120B

4–0EPSV wins

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

Cost, Income and Risk

Fees: EPSV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

EPSV0.88%$88

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

Yields: EPSV, IWF

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

IWF0.37%$37

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

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

IWF$37 − $18 = $19

KeptFee

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

Overlap: EPSV, IWF

Today

0.1%most shared, EPSV and IWF

EPSVIWF

EPSV—0.1%

IWF0.1%—

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

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

EPSVIWF

+23.9%Year to date−0.5%

2.3%Yield0.4%

+28.6%Past year−2.9%

0.88%Fee0.18%

3–1EPSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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