Compare · 3 funds side by side · dividends reinvested

SMLL, IJR and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

SMLL, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.5

Rank among the three1st → 3rdFee, 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: SMLL 2024 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $13M[…]

SMLL

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

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

SMLLMeasureIJR

+12.3%Year to dateJan 1 → Nov 6+15.5%

+10.7%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

2.11%Trailing 12-mo yield$211 · $124 a year on $10k1.24%

−12.1%Worst dropSmaller is better−9.7%

17.5%VolatilityLower is calmer16.2%

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

1–5IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs IJR: Top 5 Holdings

Today

SMLL

22.9%in top 5

IJR

in top 52.6%

SMLLStockIJR

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common3.3%

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

SMLL vs IJR Returns, Every Period

HarborSMLL

+10.7%

past year

IJRiShares

+17.6%

past year

SMLLIJRFaded: behind in that period

0–2IJR wins

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

SMLL vs VO

YTD

HarborSMLL

+12.3%

VOVanguard

+10.6%

+12.3%Year to date+10.6%

−12.1%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y12.9%

2.1%Yield1.4%

$13.4MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SMLL, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SMLL0.80%$80

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

Yields: SMLL, IJR, VO

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VO1.39%$139

IJR1.24%$124

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

KeptFee

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

Overlap: SMLL, IJR, VO

Today

3.3%most shared, SMLL and IJR

SMLLIJRVO

SMLL—3.3%0.2%

IJR3.3%—0.0%

VO0.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLIJR

+12.3%Year to date+15.5%

2.1%Yield1.2%

+10.7%Past year+17.6%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026