EPSV vs VOO

AEPSV

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income2.42%EPSV · $242 on $10k

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

Held in common0.6%EPSV and VOO

EPSV

VOO

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

2.42%12-mo yield$242 · $110 on $10k1.10%

−10.5%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · VOO

1.4%SNPS0.1%

1.0%FLEX0.1%

0.6%FANG0.1%

1.2%CBRE0.1%

Held in common0.6%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.42%	−4.0%	+19.1%	+24.3%	new	new	−10.5%	$6M

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AEPSV	Harbor SMID Cap Value ETF (EPSV)Read Desk		0.88%	2.42%	−4.0%	+19.1%	+24.3%	new	new	−10.5%	$6M

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

Cards for this view

EPSV vs VOO

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

VOO

Vanguard S&P 500

$17,156

MeasureEPSVVOO

Fee0.88%0.03%

Cost on $10k a year$88$3

Yield2.42%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y17.6%13.5%

3–1measures won
VOO first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: EPSV, VOO

Today

0.6%most shared, EPSV and VOO

EPSVVOO

EPSV—0.6%

VOO0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, EPSV

EPSV$242 − $88 = $154

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee