Compare · 3 funds side by side · dividends reinvested

SMLL, SCHD and VUG

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

SMLL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.09%+13.4%+15.7%[…][…]−12.1%17.3%$14M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMLL 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

SMLL

More Ways to See the Pairs

SMLL vs SCHD: Top 5 Holdings

Today

SMLL

22.9%in top 5

SCHD

in top 521.8%

SMLLStockSCHD

5.6%POOLnot top 5

5.6%MORNnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

Cost, Income and Risk

Fees: SMLL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SMLL0.80%$80

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMLL, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SCHD

+13.4%Year to dateJan 1 → Nov 13+34.9%

+15.7%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

2.09%Trailing 12-mo yield$209 · $292 a year on $10k2.92%

−12.1%Worst dropSmaller is better−6.9%

17.3%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%PCTYnot top 5

not top 5HD4.2%

not top 5AMGN4.1%

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

SMLL vs SCHD Returns, Every Period

1Y

HarborSMLL

+15.7%

past year

SCHDSchwab

+37.5%

past year

SMLLSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLL vs SCHD

YTD

HarborSMLL

+13.4%

SCHDSchwab

+34.9%

+13.4%Year to date+34.9%

−12.1%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.7%

2.1%Yield2.9%

$13.5MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

SMLL2.09%$209

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

SMLL$209 − $80 = $129

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMLL, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

SMLLSCHDVUG

SMLL—0.2%0.0%

SCHD0.2%—0.8%

VUG0.0%0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMLLWorst drop−12.1%17.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLL

+34.9%Year to date+13.4%

2.9%Yield2.1%

+37.5%Past year+15.7%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Loading…

SMLL, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three