Compare · 2 funds side by side · dividends reinvested

SMLL and JEPI

SMLLHarbor×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

SMLL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.3

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.07%+14.2%+16.7%[…][…]−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 11, 2026 · returns include dividends · since: SMLL 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMLLMeasureJEPI

+14.2%

More Ways to See the Pairs

SMLL vs JEPI: Top 5 Holdings

Today

SMLL

22.8%in top 5

JEPI

in top 59.8%

SMLLStockJEPI

5.7%POOLnot top 5

5.6%MORNnot top 5

4.3%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Cost, Income and Risk

Fees: SMLL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMLL0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SMLL, JEPI

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.6%

+16.7%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

2.07%Trailing 12-mo yield$207 · $784 a year on $10k7.84%

−12.1%Worst dropSmaller is better−6.7%

17.2%VolatilityLower is calmer9.0%

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

2–4JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SMLL vs JEPI Returns, Every Period

1Y

HarborSMLL

+16.7%

past year

JEPIJ.P. Morgan

+11.2%

past year

SMLLJEPIFaded: behind in that period

2–0SMLL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLL vs JEPI

YTD

HarborSMLL

+14.2%

JEPIJ.P. Morgan

+8.6%

+14.2%Year to date+8.6%

−12.1%Worst drop · 1Y−6.7%

17.2%Volatility · 1Y9.0%

2.1%Yield7.8%

$13.7MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

SMLL2.07%$207

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SMLL$207 − $80 = $127

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SMLL, JEPI

Today

0.0%most shared, SMLL and JEPI

SMLLJEPI

SMLL—0.0%

JEPI0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.7%SMLL, at 17.2% volatility

JEPIWorst drop−6.7%9.0% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMLL

+8.6%Year to date+14.2%

7.8%Yield2.1%

+11.2%Past year+16.7%

0.35%Fee0.80%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SMLL and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two