Compare · 3 funds side by side · dividends reinvested

IJS, SMLL and VO

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 VO, 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%$7.8B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.5

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

IJS

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureIJS

+10.7%Year to dateJan 1 → Nov 5+16.2%

+12.4%1 yearTotal return+21.7%

+18.9%3 years · per year$10,000 became $16,795 · $16,426+18.0%

+6.4%5 years · per year$10,000 became $13,616 · $13,664+6.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.39%Trailing 12-mo yield$139 · $142 a year on $10k1.42%

−8.2%Worst dropSmaller is better−9.3%

12.9%VolatilityLower is calmer16.3%

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

4–3VO wins

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

More Ways to See the Pairs

VO vs IJS: Top 5 Holdings

Today

5.3%in top 5

IJS

in top 54.7%

VOStockIJS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5PAYC1.1%

1.0%PSXnot top 5

not top 5MTCH1.0%

1.0%PWRnot top 5

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5POOL0.8%

Held in common0.0%

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

VO vs IJS Returns, Every Period

VanguardVO

+6.4%

5 years, per year

IJSiShares

+6.4%

5 years, per year

VOIJSFaded: behind in that period

1–2IJS wins

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

VO vs SMLL

YTD

VanguardVO

+10.7%

SMLLHarbor

+12.5%

+10.7%Year to date+12.5%

−8.2%Worst drop · 1Y−12.1%

12.9%Volatility · 1Y17.5%

1.4%Yield2.1%

$103BAssets$13.8M

2–2level

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

Cost, Income and Risk

Fees: IJS, SMLL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

SMLL0.80%$80

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

Yields: IJS, SMLL, VO

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJS1.42%$142

VO1.39%$139

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

KeptFee

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

Overlap: IJS, SMLL, VO

Today

3.2%most shared, IJS and SMLL

IJSSMLLVO

IJS—3.2%0.0%

SMLL3.2%—0.2%

VO0.0%0.2%—

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

VOWorst drop−8.2%12.9% vol

IJSWorst drop−9.3%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