Compare · 4 funds side by side · dividends reinvested

SMLL, IJS, VTV and IWF

SMLLHarbor×IJSiShares×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

SMLL, IJS, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+24.9%+17.6%+6.5%−9.3%16.3%$7.5B2.4

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.4%+18.1%[…][…]−12.1%17.3%$13M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

Rank among the four1st → 4thFee, 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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,675

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

SMLLMeasureIJS

+15.4%Year to dateJan 1 → Nov 9+19.3%

+18.1%1 yearTotal return+24.9%

[…]3 years · per year$10,000 became […] · $16,259+17.6%

[…]5 years · per year$10,000 became […] · $13,675+6.5%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

2.05%Trailing 12-mo yield$205 · $138 a year on $10k1.38%

−12.1%Worst dropSmaller is better−9.3%

17.3%VolatilityLower is calmer16.3%

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

1–5IJS wins

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

More Ways to See the Pairs

SMLL vs IJS: Top 5 Holdings

Today

SMLL

22.9%in top 5

IJS

in top 54.8%

SMLLStockIJS

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common3.2%

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

SMLL vs IJS Returns, Every Period

HarborSMLL

+18.1%

past year

IJSiShares

+24.9%

past year

SMLLIJSFaded: behind in that period

0–2IJS wins

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

SMLL vs VTV

YTD

HarborSMLL

+15.4%

VTVVanguard

+20.9%

+15.4%Year to date+20.9%

−12.1%Worst drop · 1Y−6.4%

17.3%Volatility · 1Y10.8%

2.1%Yield1.8%

$13.4MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: SMLL, IJS, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJS0.18%$18

IWF0.18%$18

SMLL0.80%$80

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

Yields: SMLL, IJS, VTV, IWF

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

VTV1.83%$183

IJS1.38%$138

IWF0.39%$39

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SMLL$205 − $80 = $125

IJS$138 − $18 = $120

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMLL, IJS, VTV, IWF

Today

11.8%most shared, VTV and IWF

SMLLIJSVTVIWF

SMLL—3.2%0.1%0.1%

IJS3.2%—0.0%0.0%

VTV0.1%0.0%—11.8%

IWF0.1%0.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJSWorst drop−9.3%16.3% vol

SMLLWorst drop−12.1%17.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMLLVTV

+15.4%Year to date+20.9%

2.1%Yield1.8%

+18.1%Past year+25.4%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026