IJS vs SMLL

AIJS

BSMLL

Measures won3–1IJS wins · of 6 · 3Y

$10,000 · 3Y$17,014IJS

Lowest cost0.18%IJS · $18 on $10k

Most income2.09%SMLL · $209 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common3.0%IJS and SMLL

IJS

SMLL

iShares S&P Small-Cap 600 Value ETF · $7.7BHarbor Active Small Cap ETF (SMLL) · $14M

+19.4%3 years · per year$17,014 · […][…]

+6.7%5 years · per year$13,814 · […][…]

0.18%Expense ratio$18 · $80 on $10k · lower wins0.80%

1.39%12-mo yield$139 · $209 on $10k2.09%

−9.3%Worst dropSmaller wins−12.1%

15.9%VolatilityLower wins17.2%

3–1IJS wins

$10,000 · 3 yearsOne scale

Shared top holdingsIJS · SMLL

0.8%POOL5.6%

0.3%LBRT1.6%

0.3%LCII1.0%

0.2%PECO1.6%

Held in common3.0%

End-of-day Nov 3, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJS vs SMLL

IJS

iShares S&P Small-Cap 600 Value

$17,014

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJSSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield1.39%2.09%

5 years, per year+6.7%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−9.3%−12.1%

Volatility · 1Y15.9%17.2%

3–1measures won
IJS first

3.0%

holdings shared

Nov 3, 2026 · $10,000 three years ago, dividends reinvested

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

Overlap: IJS, SMLL

Today

3.0%most shared, IJS and SMLL

IJSSMLL

IJS—3.0%

SMLL3.0%—

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

Income After Fees on $10,000

$129most kept, SMLL

SMLL$209 − $80 = $129

IJS$139 − $18 = $121

KeptFee

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