EPEM vs EMXC

AEPEM

BEMXC

Measures won3–1EPEM wins · of 6 · 5Y

$10,000 · 5Y$16,354EMXC

Lowest cost0.25%EMXC · $25 on $10k

Most income3.06%EPEM · $306 on $10k

Smallest drop−13.3%EPEM · worst fall in 1Y

Held in common18.3%EPEM and EMXC

EPEM

EMXC

Harbor Emerging Markets Equity ETF (EPEM) · $8MiShares MSCI Emerging Markets ex China ETF · $25.5B

[…]3 years · per year[…] · $20,191+26.4%

[…]5 years · per year[…] · $16,354+10.3%

0.84%Expense ratio$84 · $25 on $10k · lower wins0.25%

3.06%12-mo yield$306 · $214 on $10k2.14%

−13.3%Worst dropSmaller wins−18.4%

23.1%VolatilityLower wins29.6%

3–1EPEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPEM · EMXC

14.5%2330.TW19.8%

3.8%2454.TW1.9%

3.8%2317.TW1.0%

5.0%3711.TW0.8%

Held in common18.3%

End-of-day Nov 3, 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	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	+0.1%	+24.2%	+27.3%	+26.4%	+10.3%	−18.4%	$25.5B
2	AEPEM	Harbor Emerging Markets Equity ETF (EPEM)Read Desk		0.84%	3.06%	0.0%	+19.7%	+22.0%	new	new	−13.3%	$8M

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

Both

5Y2 funds

#			Trend
1	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.14%	+0.1%	+24.2%	+27.3%	+26.4%	+10.3%	−18.4%	$25.5B
2	AEPEM	Harbor Emerging Markets Equity ETF (EPEM)Read Desk		0.84%	3.06%	0.0%	+19.7%	+22.0%	new	new	−13.3%	$8M

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

Cards for this view

EPEM vs EMXC

EPEM

Harbor Emerging Markets Equity ETF (EPEM)

[…]

EMXC

iShares MSCI Emerging Markets ex China

$16,354

MeasureEPEMEMXC

Fee0.84%0.25%

Cost on $10k a year$84$25

Yield3.06%2.14%

5 years, per year[…]+10.3%

3 years, per year[…]+26.4%

Worst drop · 1Y−13.3%−18.4%

Volatility · 1Y23.1%29.6%

3–1measures won
EPEM first

18.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EPEM, EMXC

Today

18.3%most shared, EPEM and EMXC

EPEMEMXC

EPEM—18.3%

EMXC18.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, EPEM

EPEM$306 − $84 = $222

EMXC$214 − $25 = $189

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee