Compare · 2 funds side by side · dividends reinvested

AESL and VBR

AESLHarbor×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 03

AESL and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.0

Harbor AlphaEdge Small Cap Value ETFUS Stock Styles · Small cap0.40%0.00%[…][…][…][…][…][…]$3M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AESL 2026 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor AlphaEdge Small Cap Value ETF · $3M[…]

AESL

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

AESLMeasureVBR

[…]Year to dateJan 1 → Nov 5+15.9%

[…]1 yearTotal return+20.7%

[…]3 years · per year$10,000 became […] · $16,965+19.3%

[…]5 years · per year$10,000 became […] · $15,143+8.7%

0.40%Expense ratio$40 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $183 a year on $10k1.83%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer14.3%

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

0–2VBR wins

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

More Ways to See the Pairs

AESL vs VBR: Top 5 Holdings

Today

AESL

16.8%in top 5

VBR

in top 53.3%

AESLStockVBR

3.5%UBSInot top 5

3.5%APLEnot top 5

3.4%CATYnot top 5

3.2%BFHnot top 5

3.2%FBPnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common4.3%

End-of-day Nov 5, 2026 · share of each fund

AESL vs VBR Returns, Every Period

HarborAESL

[…]

past year

VBRVanguard

+20.7%

past year

Returns […]

AESLVBRFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AESL vs VBR

YTD

HarborAESL

[…]

VBRVanguard

+15.9%

[…]Year to date+15.9%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y14.3%

0.0%Yield1.8%

$2.5MAssets$35.1B

1–0VBR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESL, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

AESL0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AESL, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

AESL0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

AESL$0 − $40 = −$40

KeptFee

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

Overlap: AESL, VBR

Today

4.3%most shared, AESL and VBR

AESLVBR

AESL—4.3%

VBR4.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% vol

AESLWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

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