EPAI vs IVOG

AEPAI

BIVOG

Measures won0–2IVOG wins · of 6 · 5Y

$10,000 · 5Y$12,893IVOG

Lowest cost0.10%IVOG · $10 on $10k

Most income0.59%IVOG · $59 on $10k

Smallest drop−12.2%IVOG · worst fall in 1Y

Held in common6.7%EPAI and IVOG

EPAI

IVOG

Harbor ETF Trust - Harbor AI Inflection Strategy ETF · $5MVanguard S&P Mid-Cap 400 Growth ETF · $1.7B

[…]3 years · per year[…] · $15,549+15.9%

[…]5 years · per year[…] · $12,893+5.2%

0.88%Expense ratio$88 · $10 on $10k · lower wins0.10%

0.00%12-mo yield$0 · $59 on $10k0.59%

[…]Worst dropSmaller wins−12.2%

[…]VolatilityLower wins18.4%

0–2IVOG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPAI · IVOG

3.4%TWLO2.5%

2.6%CACI0.8%

1.8%MTZ0.7%

1.8%SANM0.6%

Held in common6.7%

End-of-day Nov 5, 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
1	BIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.59%	−4.6%	+8.4%	+10.6%	+15.9%	+5.2%	−12.2%	$1.7B
2	AEPAI	Harbor ETF Trust - Harbor AI Inflection Strategy ETFRead Desk		0.88%	0.00%	−8.2%	+9.5%	new	new	new	[…]	$5M

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

Both

5Y2 funds

#			Trend
1	BIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.59%	−4.6%	+8.4%	+10.6%	+15.9%	+5.2%	−12.2%	$1.7B
2	AEPAI	Harbor ETF Trust - Harbor AI Inflection Strategy ETFRead Desk		0.88%	0.00%	−8.2%	+9.5%	new	new	new	[…]	$5M

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

Cards for this view

EPAI vs IVOG

EPAI

Harbor ETF Trust - Harbor AI Inflection Strategy

[…]

IVOG

Vanguard S&P Mid-Cap 400 Growth

$12,893

MeasureEPAIIVOG

Fee0.88%0.10%

Cost on $10k a year$88$10

Yield0.00%0.59%

5 years, per year[…]+5.2%

3 years, per year[…]+15.9%

Worst drop · 1Y[…]−12.2%

Volatility · 1Y[…]18.4%

2–0measures won
IVOG first

6.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EPAI, IVOG

Today

6.7%most shared, EPAI and IVOG

EPAIIVOG

EPAI—6.7%

IVOG6.7%—

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

Income After Fees on $10,000

$49most kept, IVOG

IVOG$59 − $10 = $49

EPAI$0 − $88 = −$88

KeptFee

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