Compare · 2 funds side by side · dividends reinvested

EPSV and VUG

EPSVHarbor×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · 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%2.42%+19.1%+24.3%[…][…]−10.5%17.6%$6M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 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$16,052

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

EPSVMeasureVUG

+19.1%Year to dateJan 1 → Nov 5+0.5%

+24.3%1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

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

2.42%Trailing 12-mo yield$242 · $43 a year on $10k0.43%

−10.5%Worst dropSmaller is better−15.1%

17.6%VolatilityLower is calmer19.0%

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

5–1EPSV wins

End-of-day Nov 5, 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

13.9%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%

3.4%MOG-Anot top 5

2.7%AVTnot top 5

2.7%RGAnot top 5

2.6%NXTnot top 5

2.5%DGIInot top 5

Held in common0.3%

End-of-day Nov 5, 2026 · share of each fund

EPSV vs VUG Returns, Every Period

HarborEPSV

+24.3%

past year

VUGVanguard

−0.6%

past year

EPSVVUGFaded: behind in that period

2–0EPSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EPSV vs VUG

YTD

HarborEPSV

+19.1%

VUGVanguard

+0.5%

+19.1%Year to date+0.5%

−10.5%Worst drop · 1Y−15.1%

17.6%Volatility · 1Y19.0%

2.4%Yield0.4%

$5.9MAssets$233B

4–0EPSV wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: EPSV, VUG

2.42%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.42%$242

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, EPSV

EPSV$242 − $88 = $154

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.3%EPSV, at 17.6% volatility

EPSVWorst drop−10.5%17.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EPSVVUG

+19.1%Year to date+0.5%

2.4%Yield0.4%

+24.3%Past year−0.6%

0.88%Fee0.03%

3–1EPSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026