Compare · 4 funds side by side · dividends reinvested

PSCD, SMLL, VUG and IWF

PSCDInvesco×SMLLHarbor×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

PSCD, SMLL, VUG and IWF, 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%$14M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%1.00%+11.4%+14.7%+13.9%+2.3%−14.2%23.6%$25M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

Rank among the four1st → 4thFee, 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: PSCD 2010 · SMLL 2024 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $25M$11,198

PSCD

SMLL

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

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

PSCDMeasureSMLL

+11.4%Year to dateJan 1 → Nov 6+12.3%

+14.7%1 yearTotal return+10.7%

+13.9%3 years · per year$10,000 became $14,779 · […][…]

+2.3%5 years · per year$10,000 became $11,198 · […][…]

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

1.00%Trailing 12-mo yield$100 · $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

2–4SMLL wins

End-of-day Nov 6, 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

16.7%in top 5

SMLL

in top 522.9%

PSCDStockSMLL

3.2%POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

3.7%LTHnot top 5

not top 5DOCS3.6%

3.5%VSXYnot top 5

3.2%ETSYnot top 5

3.1%MHKnot top 5

Held in common4.7%

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

PSCD vs SMLL Returns, Every Period

InvescoPSCD

+14.7%

past year

SMLLHarbor

+10.7%

past year

PSCDSMLLFaded: behind in that period

1–1Level

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

Sector vs Stocks: PSCD vs SMLL

YTD

InvescoPSCD

+11.4%

SMLLHarbor

+12.3%

+11.4%Year to date+12.3%

−14.2%Worst drop · 1Y−12.1%

23.6%Volatility · 1Y17.5%

1.0%Yield2.1%

$25.4MAssets$13.8M

4–0SMLL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCD, SMLL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

PSCD0.29%$29

SMLL0.80%$80

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

Yields: PSCD, SMLL, VUG, IWF

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

PSCD1.00%$100

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

PSCD$100 − $29 = $71

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSCD, SMLL, VUG, IWF

Today

78.0%most shared, VUG and IWF

PSCDSMLLVUGIWF

PSCD—4.7%0.0%0.0%

SMLL4.7%—0.0%0.1%

VUG0.0%0.0%—78.0%

IWF0.0%0.1%78.0%—

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

Return vs Bumpiness: 4 ETFs

+14.7%PSCD, at 23.6% volatility

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

PSCDWorst drop−14.2%23.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLPSCD

+12.3%Year to date+11.4%

2.1%Yield1.0%

+10.7%Past year+14.7%

0.80%Fee0.29%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.1B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026