Compare · 2 funds side by side · dividends reinvested

EPSV and VUG

Not found: VOT

EPSVHarbor×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,902VUG · best of the two

02 / 04

EPSV and VUG, 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 Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

EPSV

VUG

Vanguard Morningstar Growth ETF · $233B$16,902

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

EPSVMeasureVUG

+23.9%Year to dateJan 1 → Nov 3+4.7%

+28.6%1 yearTotal return+2.5%

[…]3 years · per year$10,000 became […] · $19,673+25.3%

[…]5 years · per year$10,000 became […] · $16,902+11.1%

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

2.32%Trailing 12-mo yield$232 · $41 a year on $10k0.41%

−9.8%Worst dropSmaller is better−16.1%

17.1%VolatilityLower is calmer18.2%

EPSVVUG 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 VUG: Top 5 Holdings

Today

EPSV

14.4%in top 5

VUG

in top 545.2%

EPSVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.3%

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

EPSV vs VUG Returns, Every Period

HarborEPSV

+28.6%

past year

VUGVanguard

+2.5%

past year

EPSVVUGFaded: behind in that period

2–0EPSV wins

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

EPSV vs VUG

YTD

HarborEPSV

+23.9%

VUGVanguard

+4.7%

+23.9%Year to date+4.7%

−9.8%Worst drop · 1Y−16.1%

17.1%Volatility · 1Y18.2%

2.3%Yield0.4%

$5.9MAssets$233B

4–0EPSV wins

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

Cost, Income and Risk

Fees: EPSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EPSV0.88%$88

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

Yields: EPSV, VUG

2.32%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.32%$232

VUG0.41%$41

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

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

VUG$41 − $3 = $38

KeptFee

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

Overlap: EPSV, VUG

Today

0.3%most shared, EPSV and VUG

EPSVVUG

EPSV—0.3%

VUG0.3%—

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

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

EPSVVUG

+23.9%Year to date+4.7%

2.3%Yield0.4%

+28.6%Past year+2.5%

0.88%Fee0.03%

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