EPSV vs IWR

AEPSV

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR

Lowest cost0.18%IWR · $18 on $10k

Most income2.40%EPSV · $240 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common4.6%EPSV and IWR

EPSV

IWR

Harbor SMID Cap Value ETF (EPSV) · $6MiShares Russell Mid-Cap ETF · $56.8B

[…]3 years · per year[…] · $16,955+19.2%

[…]5 years · per year[…] · $13,924+6.8%

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

2.40%12-mo yield$240 · $118 on $10k1.18%

−10.5%Worst dropSmaller wins−8.2%

17.5%VolatilityLower wins13.8%

1–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · IWR

1.2%CBRE0.3%

0.8%DHI0.3%

0.6%FANG0.3%

1.9%LH0.2%

Held in common4.6%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
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 IWR

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

IWR

iShares Russell Mid-Cap

$13,924

MeasureEPSVIWR

Fee0.88%0.18%

Cost on $10k a year$88$18

Yield2.40%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.2%

Worst drop · 1Y−10.5%−8.2%

Volatility · 1Y17.5%13.8%

3–1measures won
IWR first

4.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EPSV, IWR

Today

4.6%most shared, EPSV and IWR

EPSVIWR

EPSV—4.6%

IWR4.6%—

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

IWR$118 − $18 = $100

KeptFee

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