EPSV vs VOE

AEPSV

BVOE

Measures won1–3VOE wins · of 6 · 5Y

$10,000 · 5Y$16,036VOE

Lowest cost0.05%VOE · $5 on $10k

Most income2.32%EPSV · $232 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common3.4%EPSV and VOE

EPSV

VOE

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard Morningstar Mid-Cap Value ETF · $22.8B

[…]3 years · per year[…] · $18,135+21.9%

[…]5 years · per year[…] · $16,036+9.9%

0.88%Expense ratio$88 · $5 on $10k · lower wins0.05%

2.32%12-mo yield$232 · $184 on $10k1.84%

−9.8%Worst dropSmaller wins−6.9%

17.1%VolatilityLower wins11.0%

1–3VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · VOE

0.7%FANG0.7%

1.2%CBRE0.6%

0.8%DHI0.6%

0.7%RJF0.4%

Held in common3.4%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.84%	−0.7%	+20.7%	+24.9%	+21.9%	+9.9%	−6.9%	$22.8B
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 VOE

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

VOE

Vanguard Morningstar Mid-Cap Value

$16,036

MeasureEPSVVOE

Fee0.88%0.05%

Cost on $10k a year$88$5

Yield2.32%1.84%

5 years, per year[…]+9.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y17.1%11.0%

3–1measures won
VOE first

3.4%

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, VOE

Today

3.4%most shared, EPSV and VOE

EPSVVOE

EPSV—3.4%

VOE3.4%—

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

EPSV$232 − $88 = $144

KeptFee

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