Compare · 2 funds side by side · dividends reinvested

SMLL and JEPQ

SMLLHarbor×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.4%

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Portfolio

Story of the two · RiskSmallest drop

SMLL and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.3

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

SMLLMeasureJEPQ

+14.2%

More Ways to See the Pairs

SMLL vs JEPQ: Top 5 Holdings

Today

SMLL

22.8%in top 5

JEPQ

in top 527.6%

SMLLStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

5.7%POOLnot top 5

5.6%MORNnot top 5

Cost, Income and Risk

Fees: SMLL, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMLL0.80%$80

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

Yields: SMLL, JEPQ

1Y

12.20%highest, JEPQ

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

+8.1%

+16.7%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

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

2.07%Trailing 12-mo yield$207 · $1,220 a year on $10k12.20%

−12.1%Worst dropSmaller is better−11.5%

17.2%VolatilityLower is calmer16.9%

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

2–4JEPQ wins

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

not top 5AMZN4.4%

not top 5GOOG4.3%

4.3%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Held in common0.0%

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

SMLL vs JEPQ Returns, Every Period

1Y

HarborSMLL

+16.7%

past year

JEPQJ.P. Morgan

+9.0%

past year

SMLLJEPQFaded: 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 JEPQ

YTD

HarborSMLL

+14.2%

JEPQJ.P. Morgan

+8.1%

+14.2%Year to date+8.1%

−12.1%Worst drop · 1Y−11.5%

17.2%Volatility · 1Y16.9%

2.1%Yield12.2%

$13.7MAssets$41.8B

3–1JEPQ wins

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

Yield

$10k

JEPQ12.20%$1,220

SMLL2.07%$207

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SMLL$207 − $80 = $127

KeptFee

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

Overlap: SMLL, JEPQ

Today

0.0%most shared, SMLL and JEPQ

SMLLJEPQ

SMLL—0.0%

JEPQ0.0%—

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

JEPQWorst drop−11.5%16.9% 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

JEPQSMLL

+8.1%Year to date+14.2%

12.2%Yield2.1%

+9.0%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 JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two