DRES vs EPSV

ADRES

BEPSV

Measures won1–3EPSV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.32%EPSV · $232 on $10k

Smallest drop−10.5%EPSV · worst fall in 1Y

Held in common9.2%DRES and EPSV

DRES

EPSV

GMO Domestic Resilience ETF · $144MHarbor 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%

0.67%12-mo yield$67 · $232 on $10k2.32%

−11.9%Worst dropSmaller wins−10.5%

18.1%VolatilityLower wins17.8%

1–3EPSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDRES · EPSV

4.4%J2.3%

2.6%AYI2.0%

3.7%RRX1.9%

3.1%HII1.5%

Held in common9.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M
3	BEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk	0.88%	2.32%	+3.4%	+24.2%	+28.3%	new	new	−10.5%	$6M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M
3	BEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk	0.88%	2.32%	+3.4%	+24.2%	+28.3%	new	new	−10.5%	$6M

End-of-day Nov 9, 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

Yield0.67%2.32%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−11.9%−10.5%

Volatility · 1Y18.1%17.8%

3–1measures won
EPSV first

9.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DRES, EPSV, VUG

Today

9.2%most shared, DRES and EPSV

DRESEPSVVUG

DRES—9.2%0.3%

EPSV9.2%—0.3%

VUG0.3%0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

VUG$41 − $3 = $38

DRES$67 − $50 = $17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee