IJR vs SMLL

AIJR

BSMLL

Measures won3–1IJR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common3.3%IJR and SMLL

IJR

SMLL

iShares Core S&P Small-Cap ETF · $104BHarbor Active Small Cap ETF (SMLL) · $14M

+17.3%3 years · per year$16,147 · […][…]

+5.7%5 years · per year$13,170 · […][…]

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

1.24%12-mo yield$124 · $211 on $10k2.11%

−9.7%Worst dropSmaller wins−12.1%

16.2%VolatilityLower wins17.5%

3–1IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · SMLL

0.5%POOL5.8%

0.4%LYFT1.1%

0.3%PECO1.7%

0.3%QTWO1.3%

Held in common3.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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

IJR vs SMLL

IJR

iShares Core S&P Small-Cap

$13,170

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJRSMLL

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield1.24%2.11%

5 years, per year+5.7%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.7%−12.1%

Volatility · 1Y16.2%17.5%

3–1measures won
IJR first

3.3%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJR, SMLL, IWF

Today

3.3%most shared, IJR and SMLL

IJRSMLLIWF

IJR—3.3%0.1%

SMLL3.3%—0.1%

IWF0.1%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

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

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