Compare · 2 funds side by side · dividends reinvested

SMLL and SPYM

SMLLHarbor×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SMLL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.5%+13.7%[…][…]−12.1%17.3%$14M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMLL 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SMLLMeasureSPYM

+15.5%Year to dateJan 1 → Nov 4+13.4%

+13.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

2.05%Trailing 12-mo yield$205 · $101 a year on $10k1.01%

−12.1%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs SPYM: Top 5 Holdings

Today

SMLL

22.3%in top 5

SPYM

in top 527.3%

SMLLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.5%POOLnot top 5

5.4%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

not top 5AMZN3.8%

3.5%DOCSnot top 5

not top 5GOOGL2.5%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

SMLL vs SPYM Returns, Every Period

HarborSMLL

+13.7%

past year

SPYMSPDR

+13.5%

past year

SMLLSPYMFaded: behind in that period

2–0SMLL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMLL vs SPYM

YTD

HarborSMLL

+15.5%

SPYMSPDR

+13.4%

+15.5%Year to date+13.4%

−12.1%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y12.8%

2.1%Yield1.0%

$13.8MAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMLL0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMLL, SPYM

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMLL, SPYM

Today

0.1%most shared, SMLL and SPYM

SMLLSPYM

SMLL—0.1%

SPYM0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%SMLL, at 17.3% volatility

SPYMWorst drop−8.9%12.8% vol

SMLLWorst drop−12.1%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLSPYM

+15.5%Year to date+13.4%

2.1%Yield1.0%

+13.7%Past year+13.5%

0.80%Fee0.02%

3–1SMLL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026