IJR vs SMLL

AIJR

BSMLL

Measures won3–1IJR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJR $13,136

Lowest cost0.03%VUG · $3 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

+17.4%3 years · per year$16,200 · […][…]

+5.6%5 years · per year$13,136 · […][…]

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%

16.3%VolatilityLower wins17.5%

3–1IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · SMLL

0.4%POOL5.7%

0.4%LYFT1.1%

0.3%PECO1.6%

0.3%QTWO1.3%

Held in common3.3%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

End-of-day Nov 5, 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

$13,136

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+5.6%[…]

3 years, per year+17.4%[…]

Worst drop · 1Y−9.7%−12.1%

Volatility · 1Y16.3%17.5%

3–1measures won
IJR first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJR, SMLL, VUG

Today

3.3%most shared, IJR and SMLL

IJRSMLLVUG

IJR—3.3%0.0%

SMLL3.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 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

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee