Compare · 3 funds side by side · dividends reinvested

PSCD, SMLL and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

PSCD, SMLL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.5%+13.7%[…][…]−12.1%17.3%$14M2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.95%+16.4%+20.4%+16.3%+3.4%−14.2%23.4%$24M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PSCD 2010 · SMLL 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,840

PSCD

SMLL

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

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

PSCDMeasureSMLL

+16.4%Year to dateJan 1 → Nov 4+15.5%

+20.4%1 yearTotal return+13.7%

+16.3%3 years · per year$10,000 became $15,721 · […][…]

+3.4%5 years · per year$10,000 became $11,840 · […][…]

0.29%Expense ratio$29 · $80 a year on $10k · lower is better0.80%

0.95%Trailing 12-mo yield$95 · $205 a year on $10k2.05%

−14.2%Worst dropSmaller is better−12.1%

23.4%VolatilityLower is calmer17.3%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCD vs SMLL: Top 5 Holdings

Today

PSCD

16.3%in top 5

SMLL

in top 522.3%

PSCDStockSMLL

3.1%POOL5.5%

not top 5MORN5.4%

not top 5PCTY4.1%

not top 5WTFC3.8%

3.5%LTHnot top 5

not top 5DOCS3.5%

3.3%VSXYnot top 5

3.2%ETSYnot top 5

3.2%KMXnot top 5

Held in common4.7%

End-of-day Nov 4, 2026 · share of each fund

PSCD vs SMLL Returns, Every Period

InvescoPSCD

+20.4%

past year

SMLLHarbor

+13.7%

past year

PSCDSMLLFaded: behind in that period

2–0PSCD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: PSCD vs SMLL

YTD

InvescoPSCD

+16.4%

SMLLHarbor

+15.5%

+16.4%Year to date+15.5%

−14.2%Worst drop · 1Y−12.1%

23.4%Volatility · 1Y17.3%

1.0%Yield2.1%

$24.2MAssets$13.8M

3–1SMLL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCD, SMLL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

PSCD0.29%$29

SMLL0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSCD, SMLL, VTV

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

VTV1.80%$180

PSCD0.95%$95

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMLL$205 − $80 = $125

PSCD$95 − $29 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSCD, SMLL, VTV

Today

4.7%most shared, PSCD and SMLL

PSCDSMLLVTV

PSCD—4.7%0.0%

SMLL4.7%—0.1%

VTV0.0%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

SMLLWorst drop−12.1%17.3% vol

PSCDWorst drop−14.2%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+15.5%Year to date+22.8%

2.1%Yield1.8%

+13.7%Past year+27.5%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026