Compare · 4 funds side by side · dividends reinvested

PSCD, SMLL, VTV and IWF

PSCDInvesco×SMLLHarbor×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

PSCD, SMLL, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.5

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.96%+15.3%+22.5%+14.1%+2.3%−14.2%23.6%$24M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PSCD 2010 · SMLL 2024 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,184

PSCD

SMLL

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

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

PSCDMeasureSMLL

+15.3%Year to dateJan 1 → Nov 9+15.0%

+22.5%1 yearTotal return+17.7%

+14.1%3 years · per year$10,000 became $14,871 · […][…]

+2.3%5 years · per year$10,000 became $11,184 · […][…]

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

0.96%Trailing 12-mo yield$96 · $206 a year on $10k2.06%

−14.2%Worst dropSmaller is better−12.1%

23.6%VolatilityLower is calmer17.2%

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

3–3Level

End-of-day Nov 9, 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

16.8%in top 5

SMLL

in top 522.7%

PSCDStockSMLL

3.2%POOL5.6%

not top 5MORN5.6%

not top 5PCTY4.2%

not top 5WTFC3.8%

3.7%LTHnot top 5

3.6%VSXYnot top 5

not top 5DOCS3.5%

3.2%ETSYnot top 5

3.2%MHKnot top 5

Held in common4.7%

End-of-day Nov 9, 2026 · share of each fund

PSCD vs SMLL Returns, Every Period

InvescoPSCD

+22.5%

past year

SMLLHarbor

+17.7%

past year

PSCDSMLLFaded: behind in that period

2–0PSCD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: PSCD vs SMLL

YTD

InvescoPSCD

+15.3%

SMLLHarbor

+15.0%

+15.3%Year to date+15.0%

−14.2%Worst drop · 1Y−12.1%

23.6%Volatility · 1Y17.2%

1.0%Yield2.1%

$24.3MAssets$13.4M

3–1SMLL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCD, SMLL, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

PSCD0.29%$29

SMLL0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSCD, SMLL, VTV, IWF

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

VTV1.83%$183

PSCD0.96%$96

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SMLL$206 − $80 = $126

PSCD$96 − $29 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSCD, SMLL, VTV, IWF

Today

11.8%most shared, VTV and IWF

PSCDSMLLVTVIWF

PSCD—4.7%0.0%0.0%

SMLL4.7%—0.1%0.1%

VTV0.0%0.1%—11.8%

IWF0.0%0.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SMLLWorst drop−12.1%17.2% vol

IWFWorst drop−14.6%19.5% vol

PSCDWorst drop−14.2%23.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+15.0%Year to date+20.9%

2.1%Yield1.8%

+17.7%Past year+25.4%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026