Compare · 3 funds side by side · dividends reinvested

IWM, 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

IWM, SMLL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M1.7

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.8

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: IWM 2000 · SMLL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

SMLL

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

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

IWMMeasureSMLL

+10.8%Year to dateJan 1 → Nov 5+12.5%

+13.5%1 yearTotal return+11.5%

+19.4%3 years · per year$10,000 became $17,029 · […][…]

+4.8%5 years · per year$10,000 became $12,637 · […][…]

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

1.01%Trailing 12-mo yield$101 · $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 5, 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 522.5%

IWMStockSMLL

not top 5POOL5.7%

not top 5MORN5.5%

not top 5PCTY4.0%

not top 5WTFC3.8%

not top 5DOCS3.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common1.5%

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

IWM vs SMLL Returns, Every Period

iSharesIWM

+13.5%

past year

SMLLHarbor

+11.5%

past year

IWMSMLLFaded: behind in that period

1–1Level

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

IWM vs SMLL

YTD

iSharesIWM

+10.8%

SMLLHarbor

+12.5%

+10.8%Year to date+12.5%

−11.1%Worst drop · 1Y−12.1%

18.7%Volatility · 1Y17.5%

1.0%Yield2.1%

$77.4BAssets$13.8M

3–1SMLL wins

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

Cost, Income and Risk

Fees: IWM, SMLL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SMLL0.80%$80

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

Yields: IWM, SMLL, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IWM1.01%$101

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

IWM$101 − $19 = $82

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWM, SMLL, VUG

Today

1.5%most shared, IWM and SMLL

IWMSMLLVUG

IWM—1.5%0.0%

SMLL1.5%—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

+13.5%IWM, at 18.7% volatility

SMLLWorst drop−12.1%17.5% vol

IWMWorst drop−11.1%18.7% 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

SMLLIWM

+12.5%Year to date+10.8%

2.1%Yield1.0%

+11.5%Past year+13.5%

0.80%Fee0.19%

2–2level

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$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026