Compare · 2 funds side by side · dividends reinvested

VOT and EPSV

VOTVanguard×EPSVHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,180VOT · best of the two

02 / 04

VOT and EPSV, 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 Mid-Cap Growth ETFUS Stock Styles · Mid cap0.05%0.64%−0.7%−3.0%+15.4%+2.3%−13.4%18.6%$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 5, 2026 · returns include dividends · since: VOT 2006 · EPSV 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Growth ETF · $19.2B$11,180

VOT

EPSV

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

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

VOTMeasureEPSV

−0.7%Year to dateJan 1 → Nov 5+19.1%

−3.0%1 yearTotal return+24.3%

+15.4%3 years · per year$10,000 became $15,381 · […][…]

+2.3%5 years · per year$10,000 became $11,180 · […][…]

0.05%Expense ratio$5 · $88 a year on $10k · lower is better0.88%

0.64%Trailing 12-mo yield$64 · $242 a year on $10k2.42%

−13.4%Worst dropSmaller is better−10.5%

18.6%VolatilityLower is calmer17.6%

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

1–5EPSV wins

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

More Ways to See the Pairs

VOT vs EPSV: Top 5 Holdings

Today

VOT

11.4%in top 5

EPSV

in top 513.9%

VOTStockEPSV

not top 5MOG-A3.4%

not top 5AVT2.7%

not top 5RGA2.7%

2.6%NETnot top 5

not top 5NXT2.6%

not top 5DGII2.5%

2.3%PWRnot top 5

2.2%VRTnot top 5

2.2%DDOGnot top 5

2.1%HWMnot top 5

Held in common0.5%

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

VOT vs EPSV Returns, Every Period

VanguardVOT

−3.0%

past year

EPSVHarbor

+24.3%

past year

VOTEPSVFaded: behind in that period

0–2EPSV wins

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

VOT vs EPSV

YTD

VanguardVOT

−0.7%

EPSVHarbor

+19.1%

−0.7%Year to date+19.1%

−13.4%Worst drop · 1Y−10.5%

18.6%Volatility · 1Y17.6%

0.6%Yield2.4%

$19.2BAssets$5.9M

4–0EPSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOT, EPSV

Today

0.05%lowest, VOT

FundExpense ratioFee$10k

VOT0.05%$5

EPSV0.88%$88

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

Yields: VOT, EPSV

2.42%highest, EPSV

FundTrailing yieldYield$10k

EPSV2.42%$242

VOT0.64%$64

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

Income After Fees on $10,000

$154most kept, EPSV

EPSV$242 − $88 = $154

VOT$64 − $5 = $59

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOT, EPSV

Today

0.5%most shared, VOT and EPSV

VOTEPSV

VOT—0.5%

EPSV0.5%—

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

VOTWorst drop−13.4%18.6% vol

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

Paid More vs Made More

YTD

EPSVVOT

+19.1%Year to date−0.7%

2.4%Yield0.6%

+24.3%Past year−3.0%

0.88%Fee0.05%

3–1EPSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026