Compare · 3 funds side by side · dividends reinvested

SMLL, VUG and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SMLL, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.5

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.5%+13.7%[…][…]−12.1%17.3%$14M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLL

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMLLMeasureVUG

+15.5%Year to dateJan 1 → Nov 4+6.3%

+13.7%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

2.05%Trailing 12-mo yield$205 · $40 a year on $10k0.40%

−12.1%Worst dropSmaller is better−16.1%

17.3%VolatilityLower is calmer18.2%

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

5–1SMLL wins

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 VUG: Top 5 Holdings

Today

SMLL

22.3%in top 5

VUG

in top 545.2%

SMLLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

5.5%POOLnot top 5

5.4%MORNnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.5%DOCSnot top 5

Held in common0.0%

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

SMLL vs VUG Returns, Every Period

HarborSMLL

+13.7%

past year

VUGVanguard

+3.4%

past year

SMLLVUGFaded: behind in that period

2–0SMLL wins

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

SMLL vs VO

YTD

HarborSMLL

+15.5%

VOVanguard

+14.7%

+15.5%Year to date+14.7%

−12.1%Worst drop · 1Y−8.2%

17.3%Volatility · 1Y12.4%

2.1%Yield1.3%

$13.8MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SMLL, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SMLL0.80%$80

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

Yields: SMLL, VUG, VO

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

VO1.34%$134

VUG0.40%$40

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SMLL$205 − $80 = $125

VUG$40 − $3 = $37

KeptFee

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

Overlap: SMLL, VUG, VO

Today

10.2%most shared, VUG and VO

SMLLVUGVO

SMLL—0.0%0.2%

VUG0.0%—10.2%

VO0.2%10.2%—

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

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

SMLLWorst drop−12.1%17.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SMLLVO

+15.5%Year to date+14.7%

2.1%Yield1.3%

+13.7%Past year+15.3%

0.80%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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