IJK vs EPMB

AIJK

BEPMB

Measures won1–3EPMB wins · of 6 · 5Y

$10,000 · 5Y$12,980IJK

Lowest cost0.16%IJK · $16 on $10k

Most income1.59%EPMB · $159 on $10k

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

Held in common4.0%IJK and EPMB

IJK

EPMB

iShares S&P Mid-Cap 400 Growth ETF · $10.2BHarbor Mid Cap Core ETF (EPMB) · $4M

+16.1%3 years · per year$15,630 · […][…]

+5.4%5 years · per year$12,980 · […][…]

0.16%Expense ratio$16 · $88 on $10k · lower wins0.88%

0.60%12-mo yield$60 · $159 on $10k1.59%

−12.1%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins14.4%

1–3EPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJK · EPMB

1.1%WWD2.7%

0.5%EWBC1.7%

0.5%RNR2.2%

0.5%ENTG2.6%

Held in common4.0%

End-of-day Nov 6, 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	AIJK	iShares S&P Mid-Cap 400 Growth ETFRead Desk		0.16%	0.60%	+1.3%	+9.7%	+11.3%	+16.1%	+5.4%	−12.1%	$10.2B
2	BEPMB	Harbor Mid Cap Core ETF (EPMB)Read Desk		0.88%	1.59%	0.0%	+12.4%	+18.0%	new	new	−8.9%	$4M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIJK	iShares S&P Mid-Cap 400 Growth ETFRead Desk		0.16%	0.60%	+1.3%	+9.7%	+11.3%	+16.1%	+5.4%	−12.1%	$10.2B
2	BEPMB	Harbor Mid Cap Core ETF (EPMB)Read Desk		0.88%	1.59%	0.0%	+12.4%	+18.0%	new	new	−8.9%	$4M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJK vs EPMB

IJK

iShares S&P Mid-Cap 400 Growth

$12,980

EPMB

Harbor Mid Cap Core ETF (EPMB)

[…]

MeasureIJKEPMB

Fee0.16%0.88%

Cost on $10k a year$16$88

Yield0.60%1.59%

5 years, per year+5.4%[…]

3 years, per year+16.1%[…]

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y18.3%14.4%

3–1measures won
EPMB first

4.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJK, EPMB

Today

4.0%most shared, IJK and EPMB

IJKEPMB

IJK—4.0%

EPMB4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, EPMB

EPMB$159 − $88 = $71

IJK$60 − $16 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee