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AEPSB

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,277SPYM · IVV $17,265

Lowest cost0.02%SPYM · $2 on $10k

Most income1.15%EPSB · $115 on $10k

Smallest drop−8.8%EPSB · worst fall in 1Y

Held in common1.0%EPSB and SPYM

Harbor SMID Cap Core ETF (EPSB) · $7MState Street SPDR Portfolio S&P 500 ETF · $186B

[…]3 years · per year[…] · $17,930+21.5%

[…]5 years · per year[…] · $17,277+11.6%

0.88%Expense ratio$88 · $2 on $10k · lower wins0.02%

1.15%12-mo yield$115 · $103 on $10k1.03%

Cards for this view

EPSB

Harbor SMID Cap Core ETF (EPSB)

[…]

SPYM

SPDR Portfolio S&P 500

$17,277

MeasureEPSBSPYM

Fee0.88%0.02%

Cost on $10k a year$88$2

Yield1.15%1.03%

5 years, per year[…]+11.6%

3 years, per year[…]+21.5%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.5%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	AEPSB	Harbor SMID Cap Core ETF (EPSB)Read Desk	0.88%	1.15%	−0.2%	+17.9%	+21.3%	new	new	−8.8%	$7M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	AEPSB	Harbor SMID Cap Core ETF (EPSB)Read Desk	0.88%	1.15%	−0.2%	+17.9%	+21.3%	new	new	−8.8%	$7M