Compare · 3 funds side by side · dividends reinvested

IWM, SMLL and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,829VO · best of the three

Story of the three · IncomeMost incomeSMLL · 2.08% · $208 a year on $10k

Story of the three · RiskSmallest drop

IWM, SMLL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B1.9

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.08%+14.1%+17.2%[…][…]−12.1%17.2%$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 10, 2026 · returns include dividends · since: IWM 2000 · SMLL 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

IWM

iShares Russell 2000 ETF · $77.9B$12,731

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

SMLLMeasure

More Ways to See the Pairs

SMLL vs IWM: Top 5 Holdings

Today

SMLL

22.7%in top 5

IWM

in top 51.9%

SMLLStockIWM

5.7%POOLnot top 5

5.5%MORNnot top 5

4.2%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Cost, Income and Risk

Fees: IWM, SMLL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SMLL0.80%$80

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

Yields: IWM, SMLL, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWM

+14.1%Year to dateJan 1 → Nov 10+14.8%

+17.2%1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,624+18.5%

[…]5 years · per year$10,000 became […] · $12,731+4.9%

0.80%Expense ratio$80 · $19 a year on $10k · lower is better0.19%

2.08%Trailing 12-mo yield$208 · $97 a year on $10k0.97%

−12.1%Worst dropSmaller is better−11.1%

17.2%VolatilityLower is calmer18.8%

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

2–4IWM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5FROG0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common1.5%

End-of-day Nov 10, 2026 · share of each fund

SMLL vs IWM Returns, Every Period

1Y

HarborSMLL

+17.2%

past year

IWMiShares

+17.3%

past year

SMLLIWMFaded: behind in that period

0–2IWM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMLL vs VO

YTD

HarborSMLL

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−12.1%Worst drop · 1Y−8.2%

17.2%Volatility · 1Y13.0%

2.1%Yield1.4%

$13.4MAssets$103B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.08%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.08%$208

VO1.35%$135

IWM0.97%$97

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SMLL$208 − $80 = $128

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, SMLL, VO

Today

1.5%most shared, IWM and SMLL

IWMSMLLVO

IWM—1.5%0.0%

SMLL1.5%—0.2%

VO0.0%0.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%IWM, at 18.8% volatility

VOWorst drop−8.2%13.0% vol

SMLLWorst drop−12.1%17.2% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIWM

+14.1%Year to date+14.8%

2.1%Yield1.0%

+17.2%Past year+17.3%

0.80%Fee0.19%

3–1IWM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IWM, SMLL and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three