IJR vs SMLL

AIJR

BSMLL

Measures won3–1IJR wins · of 6 · 5Y

$10,000 · 5Y$13,920IJR

Lowest cost0.06%IJR · $6 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common3.2%IJR and SMLL

IJR

SMLL

iShares Core S&P Small-Cap ETF · $106BHarbor Active Small Cap ETF (SMLL) · $14M

+19.3%3 years · per year$16,979 · […][…]

+6.8%5 years · per year$13,920 · […][…]

0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%

1.20%12-mo yield$120 · $205 on $10k2.05%

−9.7%Worst dropSmaller wins−12.1%

15.8%VolatilityLower wins17.3%

3–1IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · SMLL

0.4%POOL5.5%

0.4%LYFT1.0%

0.3%PECO1.6%

0.3%QTWO1.2%

Held in common3.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs SMLL

IJR

iShares Core S&P Small-Cap

$13,920

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJRSMLL

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield1.20%2.05%

5 years, per year+6.8%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.7%−12.1%

Volatility · 1Y15.8%17.3%

3–1measures won
IJR first

3.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJR, SMLL

Today

3.2%most shared, IJR and SMLL

IJRSMLL

IJR—3.2%

SMLL3.2%—

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

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

IJR$120 − $6 = $114

KeptFee

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