IWF vs SMLL

AIWF

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.18%IWF · $18 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.1%IWF and SMLL

IWF

SMLL

iShares Russell 1000 Growth ETF · $115BHarbor Active Small Cap ETF (SMLL) · $13M

+19.4%3 years · per year$17,022 · […][…]

+9.1%5 years · per year$15,442 · […][…]

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

0.39%12-mo yield$39 · $211 on $10k2.11%

−14.6%Worst dropSmaller wins−12.1%

19.4%VolatilityLower wins17.5%

1–3SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · SMLL

0.0%CART1.8%

0.0%FPS0.5%

0.0%RBC0.9%

0.0%CSGP2.6%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs SMLL

IWF

iShares Russell 1000 Growth

$15,442

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIWFSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield0.39%2.11%

5 years, per year+9.1%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−14.6%−12.1%

Volatility · 1Y19.4%17.5%

3–1measures won
SMLL first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SMLL, IWF

Today

3.8%most shared, DFAS and SMLL

DFASSMLLIWF

DFAS—3.8%1.4%

SMLL3.8%—0.1%

IWF1.4%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee