Compare · 3 funds side by side · dividends reinvested

IJR, SMLL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IJR, SMLL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.5

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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: IJR 2000 · SMLL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,136

IJR

SMLL

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

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

IJRMeasureSMLL

+15.4%Year to dateJan 1 → Nov 5+12.5%

+19.4%1 yearTotal return+11.5%

+17.4%3 years · per year$10,000 became $16,200 · […][…]

+5.6%5 years · per year$10,000 became $13,136 · […][…]

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%

16.3%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 5, 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 522.5%

IJRStockSMLL

not top 5POOL5.7%

not top 5MORN5.5%

not top 5PCTY4.0%

not top 5WTFC3.8%

not top 5DOCS3.6%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common3.3%

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

IJR vs SMLL Returns, Every Period

iSharesIJR

+19.4%

past year

SMLLHarbor

+11.5%

past year

IJRSMLLFaded: behind in that period

2–0IJR wins

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

IJR vs SMLL

YTD

iSharesIJR

+15.4%

SMLLHarbor

+12.5%

+15.4%Year to date+12.5%

−9.7%Worst drop · 1Y−12.1%

16.3%Volatility · 1Y17.5%

1.2%Yield2.1%

$104BAssets$13.8M

3–1IJR wins

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

Cost, Income and Risk

Fees: IJR, SMLL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMLL0.80%$80

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

Yields: IJR, SMLL, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJR1.24%$124

VUG0.43%$43

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

VUG$43 − $3 = $40

KeptFee

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

Overlap: IJR, SMLL, VUG

Today

3.3%most shared, IJR and SMLL

IJRSMLLVUG

IJR—3.3%0.0%

SMLL3.3%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMLLIJR

+12.5%Year to date+15.4%

2.1%Yield1.2%

+11.5%Past year+19.4%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026