Compare · 3 funds side by side · dividends reinvested

IWM, SMLL and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

IWM, SMLL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.2

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: IWM 2000 · SMLL 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

IWMMeasureSMLL

+11.9%Year to dateJan 1 → Nov 6+12.3%

+13.0%1 yearTotal return+10.7%

+19.6%3 years · per year$10,000 became $17,100 · […][…]

+5.0%5 years · per year$10,000 became $12,766 · […][…]

0.19%Expense ratio$19 · $80 a year on $10k · lower is better0.80%

1.00%Trailing 12-mo yield$100 · $211 a year on $10k2.11%

−11.1%Worst dropSmaller is better−12.1%

18.7%VolatilityLower is calmer17.5%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SMLL: Top 5 Holdings

Today

IWM

1.8%in top 5

SMLL

in top 522.9%

IWMStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.6%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common1.5%

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

IWM vs SMLL Returns, Every Period

iSharesIWM

+13.0%

past year

SMLLHarbor

+10.7%

past year

IWMSMLLFaded: behind in that period

1–1Level

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

IWM vs SMLL

YTD

iSharesIWM

+11.9%

SMLLHarbor

+12.3%

+11.9%Year to date+12.3%

−11.1%Worst drop · 1Y−12.1%

18.7%Volatility · 1Y17.5%

1.0%Yield2.1%

$76.6BAssets$13.4M

3–1SMLL wins

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

Cost, Income and Risk

Fees: IWM, SMLL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

SMLL0.80%$80

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

Yields: IWM, SMLL, IJH

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJH1.25%$125

IWM1.00%$100

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJH$125 − $5 = $120

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, SMLL, IJH

Today

12.9%most shared, IWM and IJH

IWMSMLLIJH

IWM—1.5%12.9%

SMLL1.5%—5.0%

IJH12.9%5.0%—

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

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

IJHWorst drop−8.8%15.5% vol

SMLLWorst drop−12.1%17.5% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

SMLLIWM

+12.3%Year to date+11.9%

2.1%Yield1.0%

+10.7%Past year+13.0%

0.80%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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