EPSV vs VOT

AEPSV

BVOT

Measures won3–1EPSV wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · VOT $11,762

Lowest cost0.03%VUG · $3 on $10k

Most income2.32%EPSV · $232 on $10k

Smallest drop−9.8%EPSV · worst fall in 1Y

Held in common0.5%EPSV and VOT

EPSV

VOT

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard Morningstar Mid-Cap Growth ETF · $19.2B

[…]3 years · per year[…] · $16,330+17.8%

[…]5 years · per year[…] · $11,762+3.3%

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

2.32%12-mo yield$232 · $61 on $10k0.61%

−9.8%Worst dropSmaller wins−14.2%

17.1%VolatilityLower wins18.0%

3–1EPSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPSV · VOT

1.0%FLEX0.5%

Held in common0.5%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk	0.05%	0.61%	+1.1%	+4.2%	−0.2%	+17.8%	+3.3%	−14.2%	$19.2B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk	0.05%	0.61%	+1.1%	+4.2%	−0.2%	+17.8%	+3.3%	−14.2%	$19.2B
3	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 VOT

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

VOT

Vanguard Morningstar Mid-Cap Growth

$11,762

MeasureEPSVVOT

Fee0.88%0.05%

Cost on $10k a year$88$5

Yield2.32%0.61%

5 years, per year[…]+3.3%

3 years, per year[…]+17.8%

Worst drop · 1Y−9.8%−14.2%

Volatility · 1Y17.1%18.0%

3–1measures won
EPSV first

0.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: EPSV, VOT, VUG

Today

10.2%most shared, VOT and VUG

EPSVVOTVUG

EPSV—0.5%0.3%

VOT0.5%—10.2%

VUG0.3%10.2%—

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

VOT$61 − $5 = $56

VUG$41 − $3 = $38

KeptFee

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