Compare · 3 funds side by side · dividends reinvested

SMLL, IJS and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,645IJS · best of the three

02 / 04

SMLL, IJS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

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 · IJS 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

IJS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJSMeasureVO

+15.7%Year to dateJan 1 → Nov 6+10.6%

+19.1%1 yearTotal return+11.6%

+17.6%3 years · per year$10,000 became $16,272 · $16,701+18.6%

+6.4%5 years · per year$10,000 became $13,645 · $13,590+6.3%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.42%Trailing 12-mo yield$142 · $139 a year on $10k1.39%

−9.3%Worst dropSmaller is better−8.2%

16.2%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

IJS vs VO: Top 5 Holdings

Today

IJS

4.8%in top 5

in top 55.3%

IJSStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.1%PAYCnot top 5

not top 5PSX1.0%

1.0%MTCHnot top 5

not top 5PWR1.0%

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common0.0%

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

IJS vs VO Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

VOVanguard

+6.3%

5 years, per year

IJSVOFaded: behind in that period

3–1IJS wins

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

IJS vs SMLL

YTD

iSharesIJS

+15.7%

SMLLHarbor

+12.3%

+15.7%Year to date+12.3%

−9.3%Worst drop · 1Y−12.1%

16.2%Volatility · 1Y17.5%

1.4%Yield2.1%

$7.5BAssets$13.4M

3–1IJS wins

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

Cost, Income and Risk

Fees: SMLL, IJS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

SMLL0.80%$80

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

Yields: SMLL, IJS, VO

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJS1.42%$142

VO1.39%$139

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

IJS$142 − $18 = $124

KeptFee

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

Overlap: SMLL, IJS, VO

Today

3.2%most shared, SMLL and IJS

SMLLIJSVO

SMLL—3.2%0.2%

IJS3.2%—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

+19.1%IJS, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

IJSWorst drop−9.3%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

SMLLIJS

+12.3%Year to date+15.7%

2.1%Yield1.4%

+10.7%Past year+19.1%

0.80%Fee0.18%

3–1IJS 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026