Compare · 3 funds side by side · dividends reinvested

AESL, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

AESL, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.6

Harbor AlphaEdge Small Cap Value ETFUS Stock Styles · Small cap0.40%0.00%[…][…][…][…][…][…]$2M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AESL 2026 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Harbor AlphaEdge Small Cap Value ETF · $2M[…]

AESL

IJR

iShares Core S&P Small-Cap ETF · $104B$13,254

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

AESLMeasureIJR

[…]Year to dateJan 1 → Nov 9+18.9%

[…]1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $16,193+17.4%

[…]5 years · per year$10,000 became […] · $13,254+5.8%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer16.4%

AESLIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IJR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AESL vs IJR: Top 5 Holdings

Today

AESL

17.3%in top 5

IJR

in top 52.6%

AESLStockIJR

3.6%APLEnot top 5

3.6%UBSInot top 5

3.5%CATYnot top 5

3.3%BFHnot top 5

3.3%FBPnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common9.1%

End-of-day Nov 9, 2026 · share of each fund

AESL vs IJR Returns, Every Period

HarborAESL

[…]

past year

IJRiShares

+22.8%

past year

Returns […]

AESLIJRFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AESL vs IJR

YTD

HarborAESL

[…]

IJRiShares

+18.9%

[…]Year to date+18.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.4%

0.0%Yield1.2%

$2.4MAssets$104B

1–0IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESL, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

AESL0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AESL, IJR, VOO

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

VOO1.07%$107

AESL0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

AESL$0 − $40 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AESL, IJR, VOO

Today

9.1%most shared, AESL and IJR

AESLIJRVOO

AESL—9.1%0.0%

IJR9.1%—0.0%

VOO0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

VOOWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.4% vol

AESLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRVOO

+18.9%Year to date+11.3%

1.2%Yield1.1%

+22.8%Past year+13.6%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026