Compare · 3 funds side by side · dividends reinvested

SMLL, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SMLL, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.09%+13.2%+10.4%[…][…]−12.1%17.2%$14M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SMLL 2024 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

SMLLMeasureIJR

+13.2%Year to dateJan 1 → Nov 3+18.3%

+10.4%1 yearTotal return+21.3%

[…]3 years · per year$10,000 became […] · $16,862+19.0%

[…]5 years · per year$10,000 became […] · $13,468+6.1%

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

2.09%Trailing 12-mo yield$209 · $121 a year on $10k1.21%

−12.1%Worst dropSmaller is better−9.7%

17.2%VolatilityLower is calmer15.8%

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

1–5IJR wins

End-of-day Nov 3, 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

22.5%in top 5

IJR

in top 53.1%

SMLLStockIJR

5.6%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 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common3.0%

End-of-day Nov 3, 2026 · share of each fund

SMLL vs IJR Returns, Every Period

HarborSMLL

+10.4%

past year

IJRiShares

+21.3%

past year

SMLLIJRFaded: behind in that period

0–2IJR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMLL vs IJR

YTD

HarborSMLL

+13.2%

IJRiShares

+18.3%

+13.2%Year to date+18.3%

−12.1%Worst drop · 1Y−9.7%

17.2%Volatility · 1Y15.8%

2.1%Yield1.2%

$13.7MAssets$106B

3–1IJR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

SMLL0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMLL, IJR, VOO

2.09%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.09%$209

IJR1.21%$121

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$129most kept, SMLL

SMLL$209 − $80 = $129

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMLL, IJR, VOO

Today

3.0%most shared, SMLL and IJR

SMLLIJRVOO

SMLL—3.0%0.1%

IJR3.0%—0.0%

VOO0.1%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%IJR, at 15.8% volatility

VOOWorst drop−8.9%12.7% vol

IJRWorst drop−9.7%15.8% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIJR

+13.2%Year to date+18.3%

2.1%Yield1.2%

+10.4%Past year+21.3%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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 3, 2026