Compare · 2 funds side by side · dividends reinvested

SMLL and DFAS

SMLLHarbor×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

SMLL and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.09%+13.2%+10.4%[…][…]−12.1%17.2%$14M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMLL 2024 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

SMLLMeasureDFAS

+13.2%Year to dateJan 1 → Nov 4+15.7%

+10.4%1 yearTotal return+19.0%

[…]3 years · per year$10,000 became […] · $16,881+19.1%

[…]5 years · per year$10,000 became […] · $14,320+7.4%

0.80%Expense ratio$80 · $30 a year on $10k · lower is better0.30%

2.09%Trailing 12-mo yield$209 · $101 a year on $10k1.01%

−12.1%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer15.3%

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

1–5DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs DFAS: Top 5 Holdings

Today

SMLL

22.3%in top 5

DFAS

in top 51.4%

SMLLStockDFAS

5.5%POOLnot top 5

5.4%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common3.7%

End-of-day Nov 4, 2026 · share of each fund

SMLL vs DFAS Returns, Every Period

HarborSMLL

+10.4%

past year

DFASDimensional

+19.0%

past year

SMLLDFASFaded: behind in that period

0–2DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMLL vs DFAS

YTD

HarborSMLL

+13.2%

DFASDimensional

+15.7%

+13.2%Year to date+15.7%

−12.1%Worst drop · 1Y−9.4%

17.2%Volatility · 1Y15.3%

2.1%Yield1.0%

$13.7MAssets$34.7B

3–1DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

SMLL0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMLL, DFAS

2.09%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.09%$209

DFAS1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$129most kept, SMLL

SMLL$209 − $80 = $129

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMLL, DFAS

Today

3.7%most shared, SMLL and DFAS

SMLLDFAS

SMLL—3.7%

DFAS3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLDFAS

+13.2%Year to date+15.7%

2.1%Yield1.0%

+10.4%Past year+19.0%

0.80%Fee0.30%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026