Compare · 3 funds side by side · dividends reinvested

SMLL, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SMLL, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $13M[…]

SMLL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

SMLLMeasureSPYM

+12.3%Year to dateJan 1 → Nov 6+8.8%

+10.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

2.11%Trailing 12-mo yield$211 · $105 a year on $10k1.05%

−12.1%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

3–3Level

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 SPYM: Top 5 Holdings

Today

SMLL

22.9%in top 5

SPYM

in top 527.8%

SMLLStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

not top 5AMZN4.0%

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5GOOGL2.6%

Held in common0.1%

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

SMLL vs SPYM Returns, Every Period

HarborSMLL

+10.7%

past year

SPYMSPDR

+9.8%

past year

SMLLSPYMFaded: behind in that period

2–0SMLL wins

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

Stocks vs Core: SMLL vs IVV

YTD

HarborSMLL

+12.3%

IVViShares

+8.7%

+12.3%Year to date+8.7%

−12.1%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

2.1%Yield1.1%

$13.4MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: SMLL, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SMLL0.80%$80

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

Yields: SMLL, SPYM, IVV

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SMLL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SMLLSPYMIVV

SMLL—0.1%0.1%

SPYM0.1%—99.9%

IVV0.1%99.9%—

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

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLSPYM

+12.3%Year to date+8.8%

2.1%Yield1.1%

+10.7%Past year+9.8%

0.80%Fee0.02%

3–1SMLL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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