DRES vs EPSV

ADRES

BEPSV

Measures won1–2EPSV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%DRES · $50 on $10k

Most income2.33%EPSV · $233 on $10k

Smallest drop−9.8%EPSV · worst fall in 1Y

Held in common9.4%DRES and EPSV

DRES

EPSV

GMO Domestic Resilience ETF · $152MHarbor SMID Cap Value ETF (EPSV) · $6M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $88 on $10k · lower wins0.88%

0.66%12-mo yield$66 · $233 on $10k2.33%

−11.9%Worst dropSmaller wins−9.8%

17.1%VolatilityLower wins17.1%

1–2EPSV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDRES · EPSV

4.5%J2.4%

2.6%AYI2.0%

3.7%RRX2.0%

3.3%HII1.6%

Held in common9.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ADRES	GMO Domestic Resilience ETFRead Desk		0.50%	0.66%	−0.6%	+21.8%	+23.7%	new	new	−11.9%	$152M
2	BEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.33%	−0.2%	+23.7%	+28.4%	new	new	−9.8%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ADRES	GMO Domestic Resilience ETFRead Desk		0.50%	0.66%	−0.6%	+21.8%	+23.7%	new	new	−11.9%	$152M
2	BEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.33%	−0.2%	+23.7%	+28.4%	new	new	−9.8%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DRES vs EPSV

DRES

GMO Domestic Resilience

[…]

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

MeasureDRESEPSV

Fee0.50%0.88%

Cost on $10k a year$50$88

Yield0.66%2.33%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−11.9%−9.8%

Volatility · 1Y17.1%17.1%

2–1measures won
EPSV first

9.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DRES, EPSV

Today

9.4%most shared, DRES and EPSV

DRESEPSV

DRES—9.4%

EPSV9.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, EPSV

EPSV$233 − $88 = $145

DRES$66 − $50 = $16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee