Compare · 3 funds side by side · dividends reinvested

SMLL, KCE and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,182KCE · best of the three

02 / 04

SMLL, KCE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$14M1.3

State Street SPDR S&P Capital Markets ETFSectors · Financials0.35%1.72%+5.7%+9.1%+25.9%+10.1%−17.4%21.4%$459M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMLL 2024 · KCE 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

KCE

State Street SPDR S&P Capital Markets ETF · $459M$16,182

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

SMLLMeasureKCE

+12.3%Year to dateJan 1 → Nov 6+5.7%

+10.7%1 yearTotal return+9.1%

[…]3 years · per year$10,000 became […] · $19,952+25.9%

[…]5 years · per year$10,000 became […] · $16,182+10.1%

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

2.11%Trailing 12-mo yield$211 · $172 a year on $10k1.72%

−12.1%Worst dropSmaller is better−17.4%

17.5%VolatilityLower is calmer21.4%

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

5–1SMLL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs KCE: Top 5 Holdings

Today

SMLL

22.9%in top 5

KCE

in top 510.3%

SMLLStockKCE

5.8%POOLnot top 5

5.7%MORN2.0%

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5DFIN2.3%

not top 5TW2.0%

not top 5FDS2.0%

not top 5CBOE2.0%

Held in common7.7%

End-of-day Nov 6, 2026 · share of each fund

SMLL vs KCE Returns, Every Period

HarborSMLL

+10.7%

past year

KCESPDR

+9.1%

past year

SMLLKCEFaded: behind in that period

2–0SMLL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMLL vs KCE

YTD

HarborSMLL

+12.3%

KCESPDR

+5.7%

+12.3%Year to date+5.7%

−12.1%Worst drop · 1Y−17.4%

17.5%Volatility · 1Y21.4%

2.1%Yield1.7%

$13.8MAssets$459M

4–0SMLL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, KCE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

KCE0.35%$35

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMLL, KCE, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

KCE1.72%$172

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, KCE

KCE$172 − $35 = $137

SMLL$211 − $80 = $131

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMLL, KCE, VUG

Today

7.7%most shared, SMLL and KCE

SMLLKCEVUG

SMLL—7.7%0.0%

KCE7.7%—1.1%

VUG0.0%1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%SMLL, at 17.5% volatility

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% vol

KCEWorst drop−17.4%21.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLKCE

+12.3%Year to date+5.7%

2.1%Yield1.7%

+10.7%Past year+9.1%

0.80%Fee0.35%

3–1SMLL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026