Compare · 4 funds side by side · dividends reinvested

SMLL, IJS, VUG and VO

SMLLHarbor×IJSiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

SMLL, IJS, VUG 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%$7.6B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$14M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,645

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

SMLLMeasureIJS

+12.3%Year to dateJan 1 → Nov 6+15.7%

+10.7%1 yearTotal return+19.1%

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

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

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

2.11%Trailing 12-mo yield$211 · $142 a year on $10k1.42%

−12.1%Worst dropSmaller is better−9.3%

17.5%VolatilityLower is calmer16.2%

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

1–5IJS wins

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

SMLL vs IJS Returns, Every Period

HarborSMLL

+10.7%

past year

IJSiShares

+19.1%

past year

SMLLIJSFaded: behind in that period

0–2IJS wins

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

SMLL vs IJS

YTD

HarborSMLL

+12.3%

IJSiShares

+15.7%

+12.3%Year to date+15.7%

−12.1%Worst drop · 1Y−9.3%

17.5%Volatility · 1Y16.2%

2.1%Yield1.4%

$13.8MAssets$7.6B

3–1IJS wins

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

Cost, Income and Risk

Fees: SMLL, IJS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IJS0.18%$18

SMLL0.80%$80

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

Yields: SMLL, IJS, VUG, VO

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJS1.42%$142

VO1.39%$139

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMLL, IJS, VUG, VO

Today

10.2%most shared, VUG and VO

SMLLIJSVUGVO

SMLL—3.2%0.0%0.2%

IJS3.2%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.2%0.0%10.2%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.0% 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 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$59.1B

1–1level

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026