Compare · 3 funds side by side · dividends reinvested

HUMM, SMLF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,942SMLF · best of the three

02 / 04

HUMM, SMLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.0

800VDC AI Datacenter Ecosystem ETFThematic · AI & semis0.49%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: HUMM 2026 · SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

800VDC AI Datacenter Ecosystem ETF · $2M[…]

HUMM

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

HUMMMeasureSMLF

[…]Year to dateJan 1 → Nov 9+16.0%

[…]1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $17,876+21.4%

[…]5 years · per year$10,000 became […] · $15,942+9.8%

0.49%Expense ratio$49 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $98 a year on $10k0.98%

[…]Worst dropSmaller is better−8.7%

[…]VolatilityLower is calmer17.5%

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

0–2SMLF wins

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

More Ways to See the Pairs

HUMM vs SMLF: Top 5 Holdings

Today

HUMM

27.7%in top 5

SMLF

in top 53.3%

HUMMStockSMLF

6.3%MPWRnot top 5

5.6%ONnot top 5

5.5%IFNNYnot top 5

5.3%NVTSnot top 5

5.0%ABBNYnot top 5

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common0.7%

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

HUMM vs SMLF Returns, Every Period

HarborHUMM

[…]

past year

SMLFiShares

+19.5%

past year

Returns […]

HUMMSMLFFaded: behind in that period

0–0Level

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

Thematic vs Stocks: HUMM vs SMLF

YTD

HarborHUMM

[…]

SMLFiShares

+16.0%

[…]Year to date+16.0%

[…]Worst drop · 1Y−8.7%

[…]Volatility · 1Y17.5%

0.0%Yield1.0%

$1.8MAssets$4.2B

1–0SMLF wins

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

Cost, Income and Risk

Fees: HUMM, SMLF, IWF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWF0.18%$18

HUMM0.49%$49

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

Yields: HUMM, SMLF, IWF

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

IWF0.38%$38

HUMM0.00%$0

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWF$38 − $18 = $20

HUMM$0 − $49 = −$49

KeptFee

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

Overlap: HUMM, SMLF, IWF

Today

2.9%most shared, SMLF and IWF

HUMMSMLFIWF

HUMM—0.7%1.4%

SMLF0.7%—2.9%

IWF1.4%2.9%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

SMLFWorst drop−8.7%17.5% vol

IWFWorst drop−14.6%19.5% vol

HUMMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMLFIWF

+16.0%Year to date−2.5%

1.0%Yield0.4%

+19.5%Past year−2.2%

0.15%Fee0.18%

4–0SMLF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026