EPSV vs VOO
Harbor SMID Cap Value ETF vs Vanguard S&P 500 ETF
Which is better, EPSV or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. EPSV led over 1Y and the full window. EPSV is less concentrated, with 25.2% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EPSV | VOO |
|---|---|---|
| Expense Ratio | 0.88% | 0.03%Best |
| AUM | $6M | $997.4B |
| Dividend Yield | 2.28% | 1.04% |
| Holdings | 62 | 509 |
| YTD Return | +20.50%Best | +11.48% |
| 1Y Return | +27.65%Best | +15.94% |
| 3Y Return (annualized) | - | +21.01% |
| 5Y Return (annualized) | - | +12.66% |
| Volatility (annualized) | 14.3% | 12.1%Best |
| Max Drawdown | -8.9%Tie | -8.9%Tie |
| $10,000 over 1.4 years | $14,959Best | $13,656 |
| Top 10 Weight | 25.2%Best | 37.6% |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | May 1, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 2, 2025 to Sep 15, 2026 (1.4 years).
EPSV vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
EPSV vs VOO Performance
Harbor SMID Cap Value ETF (EPSV) is an ETF from Harbor Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EPSV returned +27.65% while VOO returned +15.94%. Year to date, EPSV is up 20.50% versus a gain of 11.48% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPSV has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 12.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.9% for EPSV and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EPSV charges 0.88% per year while VOO charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, EPSV currently yields 2.28% against 1.04% for VOO.
Holdings Overlap
20.2% of EPSV's money is in holdings VOO also owns. 0.7% of VOO's money is in holdings EPSV also owns.
EPSV and VOO share little of their money.
15 positions in common, counted across the 60 positions we hold weights for in EPSV and 494 in VOO, against full books of 62 and 509.
What only one of them owns
Our book lists 473 positions for VOO that do not appear in our book for EPSV (98.5% of the fund), and 45 for EPSV that do not appear in VOO (77.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EPSV | Weight in VOO | Difference |
|---|---|---|---|
| JJacobs Engineering Group Inc. | 2.10% | 0.02% | 2.08% |
| CRLCharles River Laboratories International Inc | 2.00% | 0.02% | 1.98% |
| SNASnap-On Inc. | 1.70% | 0.03% | 1.67% |
| LHLabcorp Holdings Inc | 1.60% | 0.04% | 1.56% |
| ATOAtmos Energy Corp | 1.50% | 0.04% | 1.46% |
| MASMasco Corp. | 1.50% | 0.02% | 1.48% |
| HIIHuntington Ingalls Industries Inc. | 1.40% | 0.02% | 1.38% |
| AREAlexandria Real Estate Equities Inc. | 1.40% | 0.01% | 1.39% |
| FLEX:SIFlex Ltd | 1.30% | 0.07% | 1.23% |
| SNPSSynopsys | 1.20% | 0.12% | 1.08% |
20.2% of EPSV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPSV or VOO?
EPSV has an expense ratio of 0.88% while VOO charges 0.03%. VOO is the cheaper option, by $85 a year on a $10,000 investment.
Which performed better, EPSV or VOO?
Over the past year EPSV returned +27.65% vs +15.94% for VOO, so EPSV leads on 1-year performance. Over the longest common window we track (1 years), EPSV annualized +33.33% vs +24.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPSV or VOO?
EPSV has been the more volatile fund at 14.3% annualized versus 12.1% for VOO. Worst drawdown: EPSV -8.9% vs VOO -8.9%.
Should I hold both EPSV and VOO?
EPSV and VOO have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EPSV and VOO?
20.2% of EPSV's money is in holdings VOO also owns. 0.7% of VOO's is in holdings EPSV also owns. They hold 15 positions in common, counted across the 60 positions we hold weights for in EPSV and 494 in VOO.
Which pays a higher dividend, EPSV or VOO?
EPSV yields 2.28% while VOO yields 1.04%, so EPSV currently pays the higher dividend yield.
Is VOO better than EPSV?
VOO has a lower expense ratio. EPSV led over 1Y and the full window. EPSV is less concentrated, with 25.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.