EPSV vs MDY

AEPSV

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$13,640MDY

Lowest cost0.23%MDY · $23 on $10k

Most income2.34%EPSV · $234 on $10k

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

Held in common9.0%EPSV and MDY

EPSV

MDY

Harbor SMID Cap Value ETF (EPSV) · $6MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

[…]3 years · per year[…] · $15,595+16.0%

[…]5 years · per year[…] · $13,641+6.4%

0.88%Expense ratio$88 · $23 on $10k · lower wins0.23%

2.34%12-mo yield$234 · $104 on $10k1.04%

−10.5%Worst dropSmaller wins

End-of-day Nov 12, 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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	−1.2%	+12.5%	+14.1%	+16.0%	+6.4%	−8.8%	$26.1B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.34%	−1.1%	+23.1%	+26.1%	new	new	−10.5%	$6M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	−1.2%	+12.5%	+14.1%	+16.0%	+6.4%	−8.8%	$26.1B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.34%	−1.1%	+23.1%	+26.1%	new	new	−10.5%	$6M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPSV vs MDY

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,641

MeasureEPSVMDY

Fee0.88%0.23%

Cost on $10k a year$88$23

Yield2.34%1.04%

5 years, per year[…]+6.4%

3 years, per year[…]+16.0%

Worst drop · 1Y−10.5%−8.8%

Volatility · 1Y17.9%15.7%

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EPSV vs MDY

Both

Both

$10,000 in EPSV, MDY

Overlap: EPSV, MDY

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Income After Fees on $10,000