Compare · 3 funds side by side · dividends reinvested

SMLL, PSCD and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,136IJR · best of the three

02 / 04

SMLL, PSCD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.98%+12.8%+17.7%+14.8%+2.6%−14.2%23.6%$25M2.4

Rank among the three1st → 3rdFee, 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 · PSCD 2010 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF · $25M$11,358

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SMLLMeasurePSCD

+12.5%Year to dateJan 1 → Nov 5+12.8%

+11.5%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $15,127+14.8%

[…]5 years · per year$10,000 became […] · $11,358+2.6%

0.80%Expense ratio$80 · $29 a year on $10k · lower is better0.29%

2.11%Trailing 12-mo yield$211 · $98 a year on $10k0.98%

−12.1%Worst dropSmaller is better−14.2%

17.5%VolatilityLower is calmer23.6%

SMLLPSCD 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 PSCD: Top 5 Holdings

Today

SMLL

22.5%in top 5

PSCD

in top 516.5%

SMLLStockPSCD

5.7%POOL3.2%

5.5%MORNnot top 5

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5LTH3.6%

not top 5VSXY3.4%

not top 5ETSY3.3%

not top 5KMX3.1%

Held in common4.7%

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

SMLL vs PSCD Returns, Every Period

HarborSMLL

+11.5%

past year

PSCDInvesco

+17.7%

past year

SMLLPSCDFaded: behind in that period

0–2PSCD wins

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

SMLL vs IJR

YTD

HarborSMLL

+12.5%

IJRiShares

+15.4%

+12.5%Year to date+15.4%

−12.1%Worst drop · 1Y−9.7%

17.5%Volatility · 1Y16.3%

2.1%Yield1.2%

$13.8MAssets$104B

3–1IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, PSCD, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

PSCD0.29%$29

SMLL0.80%$80

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

Yields: SMLL, PSCD, IJR

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJR1.24%$124

PSCD0.98%$98

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

PSCD$98 − $29 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMLL, PSCD, IJR

Today

13.9%most shared, PSCD and IJR

SMLLPSCDIJR

SMLL—4.7%3.3%

PSCD4.7%—13.9%

IJR3.3%13.9%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.5% vol

PSCDWorst drop−14.2%23.6% vol

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

Paid More vs Made More

YTD

SMLLIJR

+12.5%Year to date+15.4%

2.1%Yield1.2%

+11.5%Past year+19.4%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026