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$12,637IWM · 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%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.4

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M1.5

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

End-of-day Nov 5, 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 · $77.4B$12,637

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

SMLLMeasureIWM

+12.5%Year to dateJan 1 → Nov 5+10.8%

+11.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $17,029+19.4%

[…]5 years · per year$10,000 became […] · $12,637+4.8%

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

2.11%Trailing 12-mo yield$211 · $101 a year on $10k1.01%

−12.1%Worst dropSmaller is better−11.1%

17.5%VolatilityLower is calmer18.7%

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

3–3Level

End-of-day Nov 5, 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

22.5%in top 5

IWM

in top 51.8%

SMLLStockIWM

5.7%POOLnot top 5

5.5%MORNnot top 5

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common1.5%

End-of-day Nov 5, 2026 · share of each fund

SMLL vs IWM Returns, Every Period

HarborSMLL

+11.5%

past year

IWMiShares

+13.5%

past year

SMLLIWMFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMLL vs IWM

YTD

HarborSMLL

+12.5%

IWMiShares

+10.8%

+12.5%Year to date+10.8%

−12.1%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y18.7%

2.1%Yield1.0%

$13.8MAssets$77.4B

3–1SMLL wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: SMLL, IWM

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IWM, at 18.7% volatility

SMLLWorst drop−12.1%17.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIWM

+12.5%Year to date+10.8%

2.1%Yield1.0%

+11.5%Past year+13.5%

0.80%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026