VO vs EPSV

AVO

BEPSV

Measures won3–1VO wins · of 6 · 5Y

$10,000 · 5Y$13,616VO

Lowest cost0.03%VO · $3 on $10k

Most income2.42%EPSV · $242 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.2%VO and EPSV

EPSV

Vanguard Morningstar Mid-Cap ETF · $103BHarbor SMID Cap Value ETF (EPSV) · $6M

+18.9%3 years · per year$16,795 · […][…]

+6.4%5 years · per year$13,616 · […][…]

0.03%Expense ratio$3 · $88 on $10k · lower wins0.88%

1.39%12-mo yield$139 · $242 on $10k2.42%

−8.2%Worst dropSmaller wins−10.5%

12.9%VolatilityLower wins17.6%

3–1VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · EPSV

0.4%FANG0.6%

0.4%CBRE1.2%

0.3%DHI0.8%

0.3%RJF0.8%

Held in common2.2%

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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	BEPSV	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	BEPSV	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

VO vs EPSV

Vanguard Morningstar Mid-Cap

$13,616

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

MeasureVOEPSV

Fee0.03%0.88%

Cost on $10k a year$3$88

Yield1.39%2.42%

5 years, per year+6.4%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−8.2%−10.5%

Volatility · 1Y12.9%17.6%

3–1measures won
VO first

2.2%

holdings shared

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

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: VO, EPSV

Today

2.2%most shared, VO and EPSV

VOEPSV

VO—2.2%

EPSV2.2%—

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

VO$139 − $3 = $136

KeptFee

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