EPSV vs SPYM

AEPSV

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.32%EPSV · $232 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.7%EPSV and SPYM

EPSV

SPYM

Harbor SMID Cap Value ETF (EPSV) · $6MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

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

2.32%12-mo yield$232 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins13.7%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · SPYM

1.4%SNPS0.1%

0.8%DHI0.1%

1.2%CBRE0.1%

0.6%FANG0.1%

Held in common0.7%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.32%	+3.4%	+24.2%	+28.3%	new	new	−10.5%	$6M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.32%	+3.4%	+24.2%	+28.3%	new	new	−10.5%	$6M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPSV vs SPYM

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureEPSVSPYM

Fee0.88%0.02%

Cost on $10k a year$88$2

Yield2.32%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y17.8%13.7%

3–1measures won
SPYM first

0.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EPSV, SPYM

Today

0.7%most shared, EPSV and SPYM

EPSVSPYM

EPSV—0.7%

SPYM0.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee