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$16,124VUG · 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%+12.3%+10.7%[…][…]−12.1%17.5%$13M1.7

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: IWM 2000 · SMLL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IWM

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

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

SMLLMeasureIWM

+12.3%Year to dateJan 1 → Nov 6+11.9%

+10.7%1 yearTotal return+13.0%

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

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

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

2.11%Trailing 12-mo yield$211 · $100 a year on $10k1.00%

−12.1%Worst dropSmaller is better−11.1%

17.5%VolatilityLower is calmer18.7%

SMLLIWM 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

SMLL vs IWM: Top 5 Holdings

Today

SMLL

22.9%in top 5

IWM

in top 51.8%

SMLLStockIWM

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common1.5%

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

SMLL vs IWM Returns, Every Period

HarborSMLL

+10.7%

past year

IWMiShares

+13.0%

past year

SMLLIWMFaded: behind in that period

1–1Level

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

SMLL vs IWM

YTD

HarborSMLL

+12.3%

IWMiShares

+11.9%

+12.3%Year to date+11.9%

−12.1%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y18.7%

2.1%Yield1.0%

$13.4MAssets$76.6B

3–1SMLL wins

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

Yields: IWM, SMLL, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Return vs Bumpiness: 3 ETFs

+13.0%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 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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