EPSV vs IWF

AEPSV

BIWF

Measures won3–1EPSV wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income2.40%EPSV · $240 on $10k

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

Held in common0.1%EPSV and IWF

EPSV

IWF

Harbor SMID Cap Value ETF (EPSV) · $6MiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.88%Expense ratio$88 · $18 on $10k · lower wins0.18%

2.40%12-mo yield$240 · $39 on $10k0.39%

−10.5%Worst dropSmaller wins−14.6%

17.5%VolatilityLower wins19.4%

3–1EPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · IWF

1.4%DRI0.1%

1.8%AEIS0.0%

1.2%CBRE0.0%

1.7%ENTG0.0%

Held in common0.1%

End-of-day Nov 6, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.40%	+0.9%	+20.2%	+23.3%	new	new	−10.5%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.40%	+0.9%	+20.2%	+23.3%	new	new	−10.5%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPSV vs IWF

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureEPSVIWF

Fee0.88%0.18%

Cost on $10k a year$88$18

Yield2.40%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−10.5%−14.6%

Volatility · 1Y17.5%19.4%

3–1measures won
EPSV first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EPSV, IWF

Today

0.1%most shared, EPSV and IWF

EPSVIWF

EPSV—0.1%

IWF0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, EPSV

EPSV$240 − $88 = $152

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee