Compare · 4 funds side by side · dividends reinvested

SLYV, SMLL, IWF and VUG

SLYVSPDR×SMLLHarbor×IWFiShares×VUGVanguard×

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

02 / 04

SLYV, SMLL, IWF and VUG, 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%1.97%+15.8%+19.1%+17.6%+6.5%−9.4%16.1%$5.1B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$14M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

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: SLYV 2000 · SMLL 2024 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.1B$13,707

SLYV

SMLL

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

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

SLYVMeasureSMLL

+15.8%Year to dateJan 1 → Nov 6+12.3%

+19.1%1 yearTotal return+10.7%

+17.6%3 years · per year$10,000 became $16,274 · […][…]

+6.5%5 years · per year$10,000 became $13,707 · […][…]

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

1.97%Trailing 12-mo yield$197 · $211 a year on $10k2.11%

−9.4%Worst dropSmaller is better−12.1%

16.1%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 6, 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 522.9%

SLYVStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.6%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common3.3%

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

SLYV vs SMLL Returns, Every Period

SPDRSLYV

+19.1%

past year

SMLLHarbor

+10.7%

past year

SLYVSMLLFaded: behind in that period

2–0SLYV wins

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

SLYV vs SMLL

YTD

SPDRSLYV

+15.8%

SMLLHarbor

+12.3%

+15.8%Year to date+12.3%

−9.4%Worst drop · 1Y−12.1%

16.1%Volatility · 1Y17.5%

2.0%Yield2.1%

$5.1BAssets$13.8M

3–1SLYV wins

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

Cost, Income and Risk

Fees: SLYV, SMLL, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SLYV0.15%$15

IWF0.18%$18

SMLL0.80%$80

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

Yields: SLYV, SMLL, IWF, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

SLYV1.97%$197

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

SMLL$211 − $80 = $131

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: SLYV, SMLL, IWF, VUG

Today

78.0%most shared, IWF and VUG

SLYVSMLLIWFVUG

SLYV—3.3%0.0%0.0%

SMLL3.3%—0.1%0.0%

IWF0.0%0.1%—78.0%

VUG0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+19.1%SLYV, at 16.1% volatility

SLYVWorst drop−9.4%16.1% vol

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMLLSLYV

+12.3%Year to date+15.8%

2.1%Yield2.0%

+10.7%Past year+19.1%

0.80%Fee0.15%

3–1SLYV wins

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