Compare · 3 funds side by side · dividends reinvested

SMLL, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SMLL, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

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 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SMLLMeasureSCHD

+12.5%Year to dateJan 1 → Nov 5+32.3%

+11.5%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

2.11%Trailing 12-mo yield$211 · $298 a year on $10k2.98%

−12.1%Worst dropSmaller is better−6.9%

17.5%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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 SCHD: Top 5 Holdings

Today

SMLL

22.5%in top 5

SCHD

in top 521.7%

SMLLStockSCHD

5.7%POOLnot top 5

5.5%MORNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

Held in common0.2%

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

SMLL vs SCHD Returns, Every Period

HarborSMLL

+11.5%

past year

SCHDSchwab

+38.7%

past year

SMLLSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: SMLL vs SCHD

YTD

HarborSMLL

+12.5%

SCHDSchwab

+32.3%

+12.5%Year to date+32.3%

−12.1%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.7%

2.1%Yield3.0%

$13.8MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SMLL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SMLL0.80%$80

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

Yields: SMLL, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SMLL2.11%$211

IWF0.39%$39

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMLL$211 − $80 = $131

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMLL, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

SMLLSCHDIWF

SMLL—0.2%0.1%

SCHD0.2%—3.6%

IWF0.1%3.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMLLWorst drop−12.1%17.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDSMLL

+32.3%Year to date+12.5%

3.0%Yield2.1%

+38.7%Past year+11.5%

0.06%Fee0.80%

4–0SCHD 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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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