EPSV vs VO

AEPSV

BVO

Measures won1–3VO wins · of 6 · 5Y

$10,000 · 5Y$13,977VO

Lowest cost0.03%VO · $3 on $10k

Most income2.32%EPSV · $232 on $10k

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

Held in common2.2%EPSV and VO

EPSV

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $17,496+20.5%

[…]5 years · per year[…] · $13,977+6.9%

0.88%Expense ratio$88 · $3 on $10k · lower wins0.03%

2.32%12-mo yield$232 · $135 on $10k1.35%

−9.8%Worst dropSmaller wins−8.2%

17.1%VolatilityLower wins12.4%

1–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · VO

0.7%FANG0.4%

1.2%CBRE0.4%

0.8%DHI0.3%

0.7%RJF0.3%

Held in common2.2%

End-of-day Nov 3, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.32%	0.0%	+23.9%	+28.6%	new	new	−9.8%	$6M

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.32%	0.0%	+23.9%	+28.6%	new	new	−9.8%	$6M

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

Cards for this view

EPSV vs VO

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

Vanguard Morningstar Mid-Cap

$13,977

MeasureEPSVVO

Fee0.88%0.03%

Cost on $10k a year$88$3

Yield2.32%1.35%

5 years, per year[…]+6.9%

3 years, per year[…]+20.5%

Worst drop · 1Y−9.8%−8.2%

Volatility · 1Y17.1%12.4%

3–1measures won
VO first

2.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: EPSV, VO

Today

2.2%most shared, EPSV and VO

EPSVVO

EPSV—2.2%

VO2.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, EPSV

EPSV$232 − $88 = $144

VO$135 − $3 = $132

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee