EPSV vs VUG

AEPSV

BVUG

Measures won3–1EPSV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.42%EPSV · $242 on $10k

Smallest drop−10.5%EPSV · worst fall in 1Y

Held in common0.3%EPSV and VUG

EPSV

VUG

Harbor SMID Cap Value ETF (EPSV) · $6MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

2.42%12-mo yield$242 · $43 on $10k0.43%

−10.5%Worst dropSmaller wins−15.1%

17.6%VolatilityLower wins19.0%

3–1EPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPSV · VUG

1.4%SNPS0.2%

1.0%FLEX0.1%

Held in common0.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 VUG

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureEPSVVUG

Fee0.88%0.03%

Cost on $10k a year$88$3

Yield2.42%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−10.5%−15.1%

Volatility · 1Y17.6%19.0%

3–1measures won
EPSV first

0.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EPSV, VUG

Today

0.3%most shared, EPSV and VUG

EPSVVUG

EPSV—0.3%

VUG0.3%—

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

VUG$43 − $3 = $40

KeptFee

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