Compare · 2 funds side by side · dividends reinvested

SMLL and IJR

SMLLHarbor×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

SMLL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$106B1.1

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 3, 2026 · returns include dividends · since: SMLL 2024 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJR

SMLL

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

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

IJRMeasureSMLL

+18.3%Year to dateJan 1 → Nov 3+13.2%

+21.3%1 yearTotal return+10.4%

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

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

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

1.21%Trailing 12-mo yield$121 · $209 a year on $10k2.09%

−9.7%Worst dropSmaller is better−12.1%

15.8%VolatilityLower is calmer17.2%

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

5–1IJR wins

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

More Ways to See the Pairs

IJR vs SMLL: Top 5 Holdings

Today

IJR

3.1%in top 5

SMLL

in top 522.5%

IJRStockSMLL

not top 5POOL5.6%

not top 5MORN5.4%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.5%

0.8%GKOSnot top 5

0.6%VSATnot top 5

0.6%PAYCnot top 5

0.5%SMnot top 5

0.5%MTCHnot top 5

Held in common3.0%

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

IJR vs SMLL Returns, Every Period

iSharesIJR

+21.3%

past year

SMLLHarbor

+10.4%

past year

IJRSMLLFaded: behind in that period

2–0IJR wins

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

IJR vs SMLL

YTD

iSharesIJR

+18.3%

SMLLHarbor

+13.2%

+18.3%Year to date+13.2%

−9.7%Worst drop · 1Y−12.1%

15.8%Volatility · 1Y17.2%

1.2%Yield2.1%

$106BAssets$13.7M

3–1IJR wins

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

Cost, Income and Risk

Fees: SMLL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMLL0.80%$80

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

Yields: SMLL, IJR

2.09%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.09%$209

IJR1.21%$121

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

KeptFee

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

Overlap: SMLL, IJR

Today

3.0%most shared, SMLL and IJR

SMLLIJR

SMLL—3.0%

IJR3.0%—

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

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

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 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 3, 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 3, 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 3, 2026