Compare · 2 funds side by side · dividends reinvested

SMLL and IWM

SMLLHarbor×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

SMLL and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.3

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.09%+13.2%+10.4%[…][…]−12.1%17.2%$14M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMLL 2024 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

SMLLMeasureIWM

+13.2%Year to dateJan 1 → Nov 4+14.4%

+10.4%1 yearTotal return+14.8%

[…]3 years · per year$10,000 became […] · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $13,064+5.5%

0.80%Expense ratio$80 · $19 a year on $10k · lower is better0.19%

2.09%Trailing 12-mo yield$209 · $98 a year on $10k0.98%

−12.1%Worst dropSmaller is better−11.1%

17.2%VolatilityLower is calmer18.1%

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

2–4IWM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs IWM: Top 5 Holdings

Today

SMLL

22.3%in top 5

IWM

in top 51.9%

SMLLStockIWM

5.5%POOLnot top 5

5.4%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common1.5%

End-of-day Nov 4, 2026 · share of each fund

SMLL vs IWM Returns, Every Period

HarborSMLL

+10.4%

past year

IWMiShares

+14.8%

past year

SMLLIWMFaded: behind in that period

0–2IWM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMLL vs IWM

YTD

HarborSMLL

+13.2%

IWMiShares

+14.4%

+13.2%Year to date+14.4%

−12.1%Worst drop · 1Y−11.1%

17.2%Volatility · 1Y18.1%

2.1%Yield1.0%

$13.7MAssets$75.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SMLL0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMLL, IWM

2.09%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.09%$209

IWM0.98%$98

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$129most kept, SMLL

SMLL$209 − $80 = $129

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMLL, IWM

Today

1.5%most shared, SMLL and IWM

SMLLIWM

SMLL—1.5%

IWM1.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

SMLLWorst drop−12.1%17.2% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIWM

+13.2%Year to date+14.4%

2.1%Yield1.0%

+10.4%Past year+14.8%

0.80%Fee0.19%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026