EPSV vs VO

AEPSV

BVO

Measures won1–3VO wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income2.33%EPSV · $233 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[…] · $17,578+20.7%

[…]5 years · per year[…] · $14,290+7.4%

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

2.33%12-mo yield$233 · $134 on $10k1.34%

−9.8%Worst dropSmaller wins−8.2%

17.1%VolatilityLower wins12.4%

1–3VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPSV · VO

0.6%FANG0.4%

1.2%CBRE0.4%

0.7%DHI0.3%

0.7%RJF0.3%

Held in common2.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk	0.88%	2.33%	−0.2%	+23.7%	+28.4%	new	new	−9.8%	$6M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk	0.88%	2.33%	−0.2%	+23.7%	+28.4%	new	new	−9.8%	$6M

End-of-day Nov 4, 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

$14,290

MeasureEPSVVO

Fee0.88%0.03%

Cost on $10k a year$88$3

Yield2.33%1.34%

5 years, per year[…]+7.4%

3 years, per year[…]+20.7%

Worst drop · 1Y−9.8%−8.2%

Volatility · 1Y17.1%12.4%

3–1measures won
VO first

2.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EPSV, VO, IWF

Today

9.3%most shared, VO and IWF

EPSVVOIWF

EPSV—2.2%0.1%

VO2.2%—9.3%

IWF0.1%9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, EPSV

EPSV$233 − $88 = $145

VO$134 − $3 = $131

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee