Compare · 2 funds side by side · dividends reinvested

IJK and EPMB

IJKiShares×EPMBHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,980IJK · best of the two

02 / 04

IJK and EPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Mid Cap Core ETF (EPMB)US Stock Styles · Mid cap0.88%1.59%+12.4%+18.0%[…][…]−8.9%14.4%$4M1.2

iShares S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.16%0.60%+9.7%+11.3%+16.1%+5.4%−12.1%18.3%$10.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJK 2000 · EPMB 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Mid-Cap 400 Growth ETF · $10.2B$12,980

IJK

EPMB

Harbor Mid Cap Core ETF (EPMB) · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

IJKMeasureEPMB

+9.7%Year to dateJan 1 → Nov 6+12.4%

+11.3%1 yearTotal return+18.0%

+16.1%3 years · per year$10,000 became $15,630 · […][…]

+5.4%5 years · per year$10,000 became $12,980 · […][…]

0.16%Expense ratio$16 · $88 a year on $10k · lower is better0.88%

0.60%Trailing 12-mo yield$60 · $159 a year on $10k1.59%

−12.1%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer14.4%

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

1–5EPMB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJK vs EPMB: Top 5 Holdings

Today

IJK

7.1%in top 5

EPMB

in top 513.1%

IJKStockEPMB

not top 5WWD2.7%

not top 5IQV2.7%

not top 5KEYS2.6%

not top 5ENTG2.6%

not top 5RGA2.5%

1.5%UTHRnot top 5

1.5%FTInot top 5

1.4%THCnot top 5

1.4%ATInot top 5

1.3%RGLDnot top 5

Held in common4.0%

End-of-day Nov 6, 2026 · share of each fund

IJK vs EPMB Returns, Every Period

iSharesIJK

+11.3%

past year

EPMBHarbor

+18.0%

past year

IJKEPMBFaded: behind in that period

0–2EPMB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJK vs EPMB

YTD

iSharesIJK

+9.7%

EPMBHarbor

+12.4%

+9.7%Year to date+12.4%

−12.1%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y14.4%

0.6%Yield1.6%

$10.2BAssets$4.5M

4–0EPMB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJK, EPMB

Today

0.16%lowest, IJK

FundExpense ratioFee$10k

IJK0.16%$16

EPMB0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJK, EPMB

1.59%highest, EPMB

FundTrailing yieldYield$10k

EPMB1.59%$159

IJK0.60%$60

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$71most kept, EPMB

EPMB$159 − $88 = $71

IJK$60 − $16 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJK, EPMB

Today

4.0%most shared, IJK and EPMB

IJKEPMB

IJK—4.0%

EPMB4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%EPMB, at 14.4% volatility

EPMBWorst drop−8.9%14.4% vol

IJKWorst drop−12.1%18.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EPMBIJK

+12.4%Year to date+9.7%

1.6%Yield0.6%

+18.0%Past year+11.3%

0.88%Fee0.16%

3–1EPMB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026