Compare · 3 funds side by side · dividends reinvested

SMLL, IJS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

SMLL, IJS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B1.4

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMLL 2024 · IJS 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

SMLL

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IWFMeasureSMLL

−2.5%Year to dateJan 1 → Nov 9+15.0%

−2.2%1 yearTotal return+17.7%

+19.8%3 years · per year$10,000 became $17,207 · […][…]

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $80 a year on $10k · lower is better0.80%

0.38%Trailing 12-mo yield$38 · $206 a year on $10k2.06%

−14.6%Worst dropSmaller is better−12.1%

19.5%VolatilityLower is calmer17.2%

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

1–5SMLL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SMLL: Top 5 Holdings

Today

IWF

39.7%in top 5

SMLL

in top 522.7%

IWFStockSMLL

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

not top 5POOL5.6%

not top 5MORN5.6%

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PCTY4.2%

not top 5WTFC3.8%

not top 5DOCS3.5%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

IWF vs SMLL Returns, Every Period

iSharesIWF

−2.2%

past year

SMLLHarbor

+17.7%

past year

IWFSMLLFaded: behind in that period

0–2SMLL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWF vs SMLL

YTD

iSharesIWF

−2.5%

SMLLHarbor

+15.0%

−2.5%Year to date+15.0%

−14.6%Worst drop · 1Y−12.1%

19.5%Volatility · 1Y17.2%

0.4%Yield2.1%

$115BAssets$13.4M

4–0SMLL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, IJS, IWF

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

IWF0.18%$18

SMLL0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMLL, IJS, IWF

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

IJS1.38%$138

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, SMLL

SMLL$206 − $80 = $126

IJS$138 − $18 = $120

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMLL, IJS, IWF

Today

3.2%most shared, SMLL and IJS

SMLLIJSIWF

SMLL—3.2%0.1%

IJS3.2%—0.0%

IWF0.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

SMLLWorst drop−12.1%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIJS

+15.0%Year to date+18.9%

2.1%Yield1.4%

+17.7%Past year+24.5%

0.80%Fee0.18%

3–1IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026