Compare · 4 funds side by side · dividends reinvested

SMLL, IJS, VTV and VUG

SMLLHarbor×IJSiShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

SMLL, IJS, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

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%$7.5B2.5

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · VTV 2004 · VUG 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

SMLL

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

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

IJSMeasureSMLL

+15.7%Year to dateJan 1 → Nov 6+12.3%

+19.1%1 yearTotal return+10.7%

+17.6%3 years · per year$10,000 became $16,272 · […][…]

+6.4%5 years · per year$10,000 became $13,645 · […][…]

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

1.42%Trailing 12-mo yield$142 · $211 a year on $10k2.11%

−9.3%Worst dropSmaller is better−12.1%

16.2%VolatilityLower is calmer17.5%

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

5–1IJS wins

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 SMLL: Top 5 Holdings

Today

IJS

4.8%in top 5

SMLL

in top 522.9%

IJSStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.6%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common3.2%

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

IJS vs SMLL Returns, Every Period

iSharesIJS

+19.1%

past year

SMLLHarbor

+10.7%

past year

IJSSMLLFaded: behind in that period

2–0IJS 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, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IJS0.18%$18

SMLL0.80%$80

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

Yields: SMLL, IJS, VTV, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VTV1.87%$187

IJS1.42%$142

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMLL, IJS, VTV, VUG

Today

3.2%most shared, SMLL and IJS

SMLLIJSVTVVUG

SMLL—3.2%0.1%0.0%

IJS3.2%—0.0%0.0%

VTV0.1%0.0%—1.9%

VUG0.0%0.0%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IJSWorst drop−9.3%16.2% vol

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+12.3%Year to date+18.5%

2.1%Yield1.9%

+10.7%Past year+22.9%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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