Compare · 3 funds side by side · dividends reinvested

SMLL, IJR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SMLL, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.5

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · IJR 2000 · VUG 2004

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 · $104B$13,136

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

SMLLMeasureIJR

+12.5%Year to dateJan 1 → Nov 5+15.4%

+11.5%1 yearTotal return+19.4%

[…]3 years · per year$10,000 became […] · $16,200+17.4%

[…]5 years · per year$10,000 became […] · $13,136+5.6%

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 calmer16.3%

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

1–5IJR 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 IJR: Top 5 Holdings

Today

SMLL

22.5%in top 5

IJR

in top 52.7%

SMLLStockIJR

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 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common3.3%

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

SMLL vs IJR Returns, Every Period

HarborSMLL

+11.5%

past year

IJRiShares

+19.4%

past year

SMLLIJRFaded: behind in that period

0–2IJR wins

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

SMLL vs IJR

YTD

HarborSMLL

+12.5%

IJRiShares

+15.4%

+12.5%Year to date+15.4%

−12.1%Worst drop · 1Y−9.7%

17.5%Volatility · 1Y16.3%

2.1%Yield1.2%

$13.8MAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: SMLL, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMLL0.80%$80

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

Yields: SMLL, IJR, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJR1.24%$124

VUG0.43%$43

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

VUG$43 − $3 = $40

KeptFee

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

Overlap: SMLL, IJR, VUG

Today

3.3%most shared, SMLL and IJR

SMLLIJRVUG

SMLL—3.3%0.0%

IJR3.3%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMLLIJR

+12.5%Year to date+15.4%

2.1%Yield1.2%

+11.5%Past year+19.4%

0.80%Fee0.06%

3–1IJR 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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026