Compare · 3 funds side by side · dividends reinvested

IJS, SMLL and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,664IJS · best of the three

02 / 04

IJS, SMLL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.8B1.3

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%$108B2.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.7

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: IJS 2000 · SMLL 2024 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,664

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

SMLLMeasureIJS

+12.5%Year to dateJan 1 → Nov 5+16.2%

+11.5%1 yearTotal return+21.7%

[…]3 years · per year$10,000 became […] · $16,426+18.0%

[…]5 years · per year$10,000 became […] · $13,664+6.4%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

2.11%Trailing 12-mo yield$211 · $142 a year on $10k1.42%

−12.1%Worst dropSmaller is better−9.3%

17.5%VolatilityLower is calmer16.3%

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

1–5IJS wins

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

More Ways to See the Pairs

SMLL vs IJS: Top 5 Holdings

Today

SMLL

22.5%in top 5

IJS

in top 54.7%

SMLLStockIJS

5.7%POOL0.8%

5.5%MORNnot top 5

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common3.2%

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

SMLL vs IJS Returns, Every Period

HarborSMLL

+11.5%

past year

IJSiShares

+21.7%

past year

SMLLIJSFaded: behind in that period

0–2IJS wins

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

SMLL vs IJS

YTD

HarborSMLL

+12.5%

IJSiShares

+16.2%

+12.5%Year to date+16.2%

−12.1%Worst drop · 1Y−9.3%

17.5%Volatility · 1Y16.3%

2.1%Yield1.4%

$13.8MAssets$7.8B

3–1IJS wins

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

Cost, Income and Risk

Fees: IJS, SMLL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IJS0.18%$18

SMLL0.80%$80

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

Yields: IJS, SMLL, IJR

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJS1.42%$142

IJR1.24%$124

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

IJR$124 − $6 = $118

KeptFee

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

Overlap: IJS, SMLL, IJR

Today

65.3%most shared, IJS and IJR

IJSSMLLIJR

IJS—3.2%65.3%

SMLL3.2%—3.3%

IJR65.3%3.3%—

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

Return vs Bumpiness: 3 ETFs

+21.7%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLIJS

+12.5%Year to date+16.2%

2.1%Yield1.4%

+11.5%Past year+21.7%

0.80%Fee0.18%

3–1IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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