VOT vs EPSV

AVOT

BEPSV

Measures won1–3EPSV wins · of 6 · 5Y

$10,000 · 5Y$11,180VOT

Lowest cost0.05%VOT · $5 on $10k

Most income2.42%EPSV · $242 on $10k

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

Held in common0.5%VOT and EPSV

VOT

EPSV

Vanguard Morningstar Mid-Cap Growth ETF · $19.2BHarbor SMID Cap Value ETF (EPSV) · $6M

+15.4%3 years · per year$15,381 · […][…]

+2.3%5 years · per year$11,180 · […][…]

0.05%Expense ratio$5 · $88 on $10k · lower wins0.88%

0.64%12-mo yield$64 · $242 on $10k2.42%

−13.4%Worst dropSmaller wins−10.5%

18.6%VolatilityLower wins17.6%

1–3EPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOT · EPSV

0.5%FLEX1.0%

Held in common0.5%

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	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B
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	AVOT	Vanguard Morningstar Mid-Cap Growth ETFRead Desk		0.05%	0.64%	−5.0%	−0.7%	−3.0%	+15.4%	+2.3%	−13.4%	$19.2B
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

VOT vs EPSV

VOT

Vanguard Morningstar Mid-Cap Growth

$11,180

EPSV

Harbor SMID Cap Value ETF (EPSV)

[…]

MeasureVOTEPSV

Fee0.05%0.88%

Cost on $10k a year$5$88

Yield0.64%2.42%

5 years, per year+2.3%[…]

3 years, per year+15.4%[…]

Worst drop · 1Y−13.4%−10.5%

Volatility · 1Y18.6%17.6%

3–1measures won
EPSV first

0.5%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VOT, EPSV

Today

0.5%most shared, VOT and EPSV

VOTEPSV

VOT—0.5%

EPSV0.5%—

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

VOT$64 − $5 = $59

KeptFee

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