Compare · 3 funds side by side · dividends reinvested

SMLL, VTV and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeSMLL · 2.08% · $208 a year on $10k

Story of the three · RiskSmallest drop

SMLL, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.08%+14.1%+17.2%[…][…]−12.1%17.2%$13M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMLL 2024 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SMLL

VTV

Vanguard Morningstar Value ETF · $184B$17,803

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

SMLLMeasure

More Ways to See the Pairs

SMLL vs VTV: Top 5 Holdings

Today

SMLL

22.7%in top 5

VTV

in top 515.8%

SMLLStockVTV

5.7%POOLnot top 5

5.5%MORNnot top 5

not top 5MU4.6%

4.2%PCTYnot top 5

3.8%WTFCnot top 5

Cost, Income and Risk

Fees: SMLL, VTV, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SMLL0.80%$80

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

Yields: SMLL, VTV, IJR

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VTV

+14.1%Year to dateJan 1 → Nov 10+21.0%

+17.2%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $17,572+20.7%

[…]5 years · per year$10,000 became […] · $17,803+12.2%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

2.08%Trailing 12-mo yield$208 · $183 a year on $10k1.83%

−12.1%Worst dropSmaller is better−6.4%

17.2%VolatilityLower is calmer10.8%

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

1–5VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%DOCSnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

SMLL vs VTV Returns, Every Period

1Y

HarborSMLL

+17.2%

past year

VTVVanguard

+24.8%

past year

SMLLVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMLL vs VTV

YTD

HarborSMLL

+14.1%

VTVVanguard

+21.0%

+14.1%Year to date+21.0%

−12.1%Worst drop · 1Y−6.4%

17.2%Volatility · 1Y10.8%

2.1%Yield1.8%

$13.4MAssets$184B

3–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.08%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.08%$208

VTV1.83%$183

IJR1.21%$121

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

SMLL$208 − $80 = $128

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMLL, VTV, IJR

Today

3.3%most shared, SMLL and IJR

SMLLVTVIJR

SMLL—0.1%3.3%

VTV0.1%—0.0%

IJR3.3%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.3% vol

SMLLWorst drop−12.1%17.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+14.1%Year to date+21.0%

2.1%Yield1.8%

+17.2%Past year+24.8%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SMLL, VTV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three