Compare · 2 funds side by side · dividends reinvested

SMLL and VBR

SMLLHarbor×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

SMLL and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.09%+13.2%+10.4%[…][…]−12.1%17.2%$14M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SMLL 2024 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

SMLLMeasureVBR

+13.2%Year to dateJan 1 → Nov 3+17.4%

+10.4%1 yearTotal return+21.0%

[…]3 years · per year$10,000 became […] · $17,478+20.5%

[…]5 years · per year$10,000 became […] · $15,249+8.8%

0.80%Expense ratio$80 · $5 a year on $10k · lower is better0.05%

2.09%Trailing 12-mo yield$209 · $180 a year on $10k1.80%

−12.1%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.9%

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

1–5VBR wins

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

More Ways to See the Pairs

SMLL vs VBR: Top 5 Holdings

Today

SMLL

22.5%in top 5

VBR

in top 53.3%

SMLLStockVBR

5.6%POOLnot top 5

5.4%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common2.8%

End-of-day Nov 3, 2026 · share of each fund

SMLL vs VBR Returns, Every Period

HarborSMLL

+10.4%

past year

VBRVanguard

+21.0%

past year

SMLLVBRFaded: behind in that period

0–2VBR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMLL vs VBR

YTD

HarborSMLL

+13.2%

VBRVanguard

+17.4%

+13.2%Year to date+17.4%

−12.1%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.9%

2.1%Yield1.8%

$13.7MAssets$35.1B

3–1VBR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SMLL0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMLL, VBR

2.09%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.09%$209

VBR1.80%$180

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

SMLL$209 − $80 = $129

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMLL, VBR

Today

2.8%most shared, SMLL and VBR

SMLLVBR

SMLL—2.8%

VBR2.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVBR

+13.2%Year to date+17.4%

2.1%Yield1.8%

+10.4%Past year+21.0%

0.80%Fee0.05%

3–1VBR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026