Compare · 2 funds side by side · dividends reinvested

IJR and SMLL

IJRiShares×SMLLHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

IJR and SMLL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.5%+13.7%[…][…]−12.1%17.3%$14M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IJR 2000 · SMLL 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $106B$13,920

IJR

SMLL

Harbor Active Small Cap ETF (SMLL) · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

IJRMeasureSMLL

+19.9%Year to dateJan 1 → Nov 4+15.5%

+22.7%1 yearTotal return+13.7%

+19.3%3 years · per year$10,000 became $16,979 · […][…]

+6.8%5 years · per year$10,000 became $13,920 · […][…]

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

1.20%Trailing 12-mo yield$120 · $205 a year on $10k2.05%

−9.7%Worst dropSmaller is better−12.1%

15.8%VolatilityLower is calmer17.3%

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

5–1IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs SMLL: Top 5 Holdings

Today

IJR

2.7%in top 5

SMLL

in top 522.3%

IJRStockSMLL

not top 5POOL5.5%

not top 5MORN5.4%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.5%

0.6%VSATnot top 5

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common3.2%

End-of-day Nov 4, 2026 · share of each fund

IJR vs SMLL Returns, Every Period

iSharesIJR

+22.7%

past year

SMLLHarbor

+13.7%

past year

IJRSMLLFaded: behind in that period

2–0IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IJR vs SMLL

YTD

iSharesIJR

+19.9%

SMLLHarbor

+15.5%

+19.9%Year to date+15.5%

−9.7%Worst drop · 1Y−12.1%

15.8%Volatility · 1Y17.3%

1.2%Yield2.1%

$106BAssets$13.7M

3–1IJR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, SMLL

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMLL0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IJR, SMLL

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IJR, SMLL

Today

3.2%most shared, IJR and SMLL

IJRSMLL

IJR—3.2%

SMLL3.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

SMLLWorst drop−12.1%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIJR

+15.5%Year to date+19.9%

2.1%Yield1.2%

+13.7%Past year+22.7%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026