EPSB vs IJH

AEPSB

BIJH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,303IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.5%EPSB · worst fall in 1Y

Held in common6.5%EPSB and IJH

EPSB

IJH

Harbor SMID Cap Core ETF (EPSB) · $7MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $16,625+18.5%

[…]5 years · per year[…] · $14,303+7.4%

0.88%Expense ratio$88 · $5 on $10k · lower wins0.05%

1.15%12-mo yield$115 · $122 on $10k1.22%

−8.5%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsEPSB · IJH

2.7%WWD0.5%

1.7%EWBC0.5%

2.9%RGA0.5%

2.4%CACI0.4%

Held in common6.5%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AEPSB	Harbor SMID Cap Core ETF (EPSB)Read Desk		0.88%	1.15%	+0.4%	+18.6%	+21.9%	new	new	−8.5%	$7M

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AEPSB	Harbor SMID Cap Core ETF (EPSB)Read Desk		0.88%	1.15%	+0.4%	+18.6%	+21.9%	new	new	−8.5%	$7M

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

EPSB vs IJH

EPSB

Harbor SMID Cap Core ETF (EPSB)

[…]

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureEPSBIJH

Fee0.88%0.05%

Cost on $10k a year$88$5

Yield1.15%1.22%

5 years, per year[…]+7.4%

3 years, per year[…]+18.5%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y14.7%15.0%

2–2measures won
level

6.5%

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: EPSB, IJH

Today

6.5%most shared, EPSB and IJH

EPSBIJH

EPSB—6.5%

IJH6.5%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

EPSB$115 − $88 = $27

KeptFee

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