Compare · 3 funds side by side · dividends reinvested

IJR, SMLL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IJR, SMLL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.4

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$14M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · SMLL 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SMLL

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

IJRMeasureSMLL

+15.5%Year to dateJan 1 → Nov 6+12.3%

+17.6%1 yearTotal return+10.7%

+17.3%3 years · per year$10,000 became $16,147 · […][…]

+5.7%5 years · per year$10,000 became $13,170 · […][…]

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

1.24%Trailing 12-mo yield$124 · $211 a year on $10k2.11%

−9.7%Worst dropSmaller is better−12.1%

16.2%VolatilityLower is calmer17.5%

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

5–1IJR wins

End-of-day Nov 6, 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

2.6%in top 5

SMLL

in top 522.9%

IJRStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common3.3%

End-of-day Nov 6, 2026 · share of each fund

IJR vs SMLL Returns, Every Period

iSharesIJR

+17.6%

past year

SMLLHarbor

+10.7%

past year

IJRSMLLFaded: behind in that period

2–0IJR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJR vs SMLL

YTD

iSharesIJR

+15.5%

SMLLHarbor

+12.3%

+15.5%Year to date+12.3%

−9.7%Worst drop · 1Y−12.1%

16.2%Volatility · 1Y17.5%

1.2%Yield2.1%

$104BAssets$13.8M

3–1IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, SMLL, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, SMLL, IWF

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJR1.24%$124

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, SMLL, IWF

Today

3.3%most shared, IJR and SMLL

IJRSMLLIWF

IJR—3.3%0.1%

SMLL3.3%—0.1%

IWF0.1%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% vol

SMLLWorst drop−12.1%17.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIJR

+12.3%Year to date+15.5%

2.1%Yield1.2%

+10.7%Past year+17.6%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026