Compare · 3 funds side by side · dividends reinvested

SMLL, DFAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SMLL, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.5

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

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: SMLL 2024 · DFAS 1992 · IWF 2000

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 · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SMLLMeasureDFAS

+12.5%Year to dateJan 1 → Nov 5+12.6%

+11.5%1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,215+17.5%

[…]5 years · per year$10,000 became […] · $13,932+6.9%

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

2.11%Trailing 12-mo yield$211 · $104 a year on $10k1.04%

−12.1%Worst dropSmaller is better−9.4%

17.5%VolatilityLower is calmer15.8%

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

1–5DFAS wins

End-of-day Nov 5, 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

22.5%in top 5

DFAS

in top 51.4%

SMLLStockDFAS

5.7%POOLnot top 5

5.5%MORNnot top 5

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common3.8%

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

SMLL vs DFAS Returns, Every Period

HarborSMLL

+11.5%

past year

DFASDimensional

+17.3%

past year

SMLLDFASFaded: behind in that period

0–2DFAS wins

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

SMLL vs DFAS

YTD

HarborSMLL

+12.5%

DFASDimensional

+12.6%

+12.5%Year to date+12.6%

−12.1%Worst drop · 1Y−9.4%

17.5%Volatility · 1Y15.8%

2.1%Yield1.0%

$13.8MAssets$35.2B

3–1DFAS wins

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

Cost, Income and Risk

Fees: SMLL, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

SMLL0.80%$80

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

Yields: SMLL, DFAS, IWF

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

DFAS1.04%$104

IWF0.39%$39

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMLL, DFAS, IWF

Today

3.8%most shared, SMLL and DFAS

SMLLDFASIWF

SMLL—3.8%0.1%

DFAS3.8%—1.4%

IWF0.1%1.4%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

SMLLWorst drop−12.1%17.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SMLLDFAS

+12.5%Year to date+12.6%

2.1%Yield1.0%

+11.5%Past year+17.3%

0.80%Fee0.30%

3–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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