EPSV vs VIG

AEPSV

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.40%EPSV · $240 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.9%EPSV and VIG

EPSV

VIG

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.88%Expense ratio$88 · $4 on $10k · lower wins0.04%

2.40%12-mo yield$240 · $150 on $10k1.50%

−10.5%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · VIG

0.8%DHI0.2%

1.7%ATO0.1%

0.8%RJF0.1%

1.7%SNA0.1%

Held in common0.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureEPSVVIG

Fee0.88%0.04%

Cost on $10k a year$88$4

Yield2.40%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−10.5%−7.9%

Volatility · 1Y17.5%10.8%

3–1measures won
VIG first

0.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, VIG

Today

0.9%most shared, EPSV and VIG

EPSVVIG

EPSV—0.9%

VIG0.9%—

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

VIG$150 − $4 = $146

KeptFee

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