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$17,626VTV · 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%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.98%+12.8%+17.7%+14.8%+2.6%−14.2%23.6%$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 5, 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$11,358

PSCD

SMLL

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

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

PSCDMeasureSMLL

+12.8%Year to dateJan 1 → Nov 5+12.5%

+17.7%1 yearTotal return+11.5%

+14.8%3 years · per year$10,000 became $15,127 · […][…]

+2.6%5 years · per year$10,000 became $11,358 · […][…]

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

0.98%Trailing 12-mo yield$98 · $211 a year on $10k2.11%

−14.2%Worst dropSmaller is better−12.1%

23.6%VolatilityLower is calmer17.5%

PSCDSMLL 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

PSCD vs SMLL: Top 5 Holdings

Today

PSCD

16.5%in top 5

SMLL

in top 522.5%

PSCDStockSMLL

3.2%POOL5.7%

not top 5MORN5.5%

not top 5PCTY4.0%

not top 5WTFC3.8%

not top 5DOCS3.6%

3.6%LTHnot top 5

3.4%VSXYnot top 5

3.3%ETSYnot top 5

3.1%KMXnot top 5

Held in common4.7%

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

PSCD vs SMLL Returns, Every Period

InvescoPSCD

+17.7%

past year

SMLLHarbor

+11.5%

past year

PSCDSMLLFaded: behind in that period

2–0PSCD wins

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

Sector vs Stocks: PSCD vs SMLL

YTD

InvescoPSCD

+12.8%

SMLLHarbor

+12.5%

+12.8%Year to date+12.5%

−14.2%Worst drop · 1Y−12.1%

23.6%Volatility · 1Y17.5%

1.0%Yield2.1%

$24.2MAssets$13.8M

3–1SMLL wins

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

Yields: PSCD, SMLL, VTV

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VTV1.86%$186

PSCD0.98%$98

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SMLL$211 − $80 = $131

PSCD$98 − $29 = $69

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SMLLWorst drop−12.1%17.5% vol

PSCDWorst drop−14.2%23.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+12.5%Year to date+19.0%

2.1%Yield1.9%

+11.5%Past year+24.0%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026