VO vs SMLL

AVO

BSMLL

Measures won3–1VO wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · VO $13,809

Lowest cost0.03%VO · $3 on $10k

Most income2.10%SMLL · $210 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.2%VO and SMLL

Vanguard Morningstar Mid-Cap ETF · $103BHarbor Active Small Cap ETF (SMLL) · $14M

+18.4%3 years · per year$16,605 · […][…]

+6.7%5 years · per year$13,809 · […][…]

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

1.35%12-mo yield$135 · $210 on $10k2.10%

Cards for this view

Vanguard Morningstar Mid-Cap

$13,809

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureVOSMLL

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield1.35%2.10%

5 years, per year+6.7%[…]

3 years, per year+18.4%[…]

Worst drop · 1Y−8.2%−12.1%

Volatility · 1Y13.2%

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.10%	−1.0%	+13.1%	+15.1%	new	new	−12.1%	$14M

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.10%	−1.0%	+13.1%	+15.1%	new	new	−12.1%	$14M

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