Compare · 3 funds side by side · dividends reinvested

SLYV, SMLL and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,712SLYV · best of the three

02 / 04

SLYV, SMLL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.96%+16.3%+21.8%+18.0%+6.5%−9.4%16.2%$5.0B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.7

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: SLYV 2000 · SMLL 2024 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$13,712

SLYV

SMLL

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

SLYVMeasureSMLL

+16.3%Year to dateJan 1 → Nov 5+12.5%

+21.8%1 yearTotal return+11.5%

+18.0%3 years · per year$10,000 became $16,442 · […][…]

+6.5%5 years · per year$10,000 became $13,712 · […][…]

0.15%Expense ratio$15 · $80 a year on $10k · lower is better0.80%

1.96%Trailing 12-mo yield$196 · $211 a year on $10k2.11%

−9.4%Worst dropSmaller is better−12.1%

16.2%VolatilityLower is calmer17.5%

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

5–1SLYV wins

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

More Ways to See the Pairs

SLYV vs SMLL: Top 5 Holdings

Today

SLYV

4.8%in top 5

SMLL

in top 522.5%

SLYVStockSMLL

0.8%POOL5.7%

not top 5MORN5.5%

not top 5PCTY4.0%

not top 5WTFC3.8%

not top 5DOCS3.6%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common3.3%

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

SLYV vs SMLL Returns, Every Period

SPDRSLYV

+21.8%

past year

SMLLHarbor

+11.5%

past year

SLYVSMLLFaded: behind in that period

2–0SLYV wins

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

SLYV vs SMLL

YTD

SPDRSLYV

+16.3%

SMLLHarbor

+12.5%

+16.3%Year to date+12.5%

−9.4%Worst drop · 1Y−12.1%

16.2%Volatility · 1Y17.5%

2.0%Yield2.1%

$5.0BAssets$13.8M

3–1SLYV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SLYV, SMLL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SLYV0.15%$15

SMLL0.80%$80

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

Yields: SLYV, SMLL, IJR

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

SLYV1.96%$196

IJR1.24%$124

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

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SLYV, SMLL, IJR

Today

65.3%most shared, SLYV and IJR

SLYVSMLLIJR

SLYV—3.3%65.3%

SMLL3.3%—3.3%

IJR65.3%3.3%—

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

Return vs Bumpiness: 3 ETFs

+21.8%SLYV, at 16.2% volatility

SLYVWorst drop−9.4%16.2% vol

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLSLYV

+12.5%Year to date+16.3%

2.1%Yield2.0%

+11.5%Past year+21.8%

0.80%Fee0.15%

3–1SLYV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026