Compare · 3 funds side by side · dividends reinvested

SMLL, IWF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

SMLL, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.08%+14.1%+17.2%[…][…]−12.1%17.2%$14M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMLL 2024 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

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

SMLLMeasure

More Ways to See the Pairs

SMLL vs IWF: Top 5 Holdings

Today

SMLL

22.7%in top 5

IWF

in top 538.7%

SMLLStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

5.7%POOLnot top 5

5.5%MORNnot top 5

Cost, Income and Risk

Fees: SMLL, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SMLL0.80%$80

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

Yields: SMLL, IWF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWF

+14.1%Year to dateJan 1 → Nov 10−3.4%

+17.2%1 yearTotal return−2.9%

[…]3 years · per year$10,000 became […] · $16,897+19.1%

[…]5 years · per year$10,000 became […] · $15,699+9.4%

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

2.08%Trailing 12-mo yield$208 · $38 a year on $10k0.38%

−12.1%Worst dropSmaller is better−14.6%

17.2%VolatilityLower is calmer19.5%

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

5–1SMLL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL5.4%

not top 5AVGO4.8%

4.2%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

SMLL vs IWF Returns, Every Period

1Y

HarborSMLL

+17.2%

past year

IWFiShares

−2.9%

past year

SMLLIWFFaded: behind in that period

2–0SMLL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLL vs SCHD

YTD

HarborSMLL

+14.1%

SCHDSchwab

+33.8%

+14.1%Year to date+33.8%

−12.1%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.8%

2.1%Yield2.9%

$13.7MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

SMLL2.08%$208

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

SMLL$208 − $80 = $128

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMLL, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

SMLLIWFSCHD

SMLL—0.1%0.2%

IWF0.1%—3.6%

SCHD0.2%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SMLLWorst drop−12.1%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLL

+33.8%Year to date+14.1%

2.9%Yield2.1%

+38.8%Past year+17.2%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SMLL, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three