IJS vs SMLL

AIJS

BSMLL

Measures won3–1IJS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income2.06%SMLL · $206 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common3.2%IJS and SMLL

IJS

SMLL

iShares S&P Small-Cap 600 Value ETF · $7.5BHarbor Active Small Cap ETF (SMLL) · $13M

+17.5%3 years · per year$16,208 · […][…]

+6.4%5 years · per year$13,632 · […][…]

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

1.38%12-mo yield$138 · $206 on $10k2.06%

−9.3%Worst dropSmaller wins−12.1%

16.3%VolatilityLower wins17.2%

3–1IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · SMLL

0.8%POOL5.6%

0.3%LCII0.9%

0.2%PECO1.6%

0.2%LBRT1.3%

Held in common3.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJS vs SMLL

IJS

iShares S&P Small-Cap 600 Value

$13,632

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJSSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield1.38%2.06%

5 years, per year+6.4%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.3%−12.1%

Volatility · 1Y16.3%17.2%

3–1measures won
IJS first

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IJS, SMLL, IJH, IWF

Today

5.0%most shared, SMLL and IJH

IJSSMLLIJHIWF

IJS—3.2%0.0%0.0%

SMLL3.2%—5.0%0.1%

IJH0.0%5.0%—1.8%

IWF0.0%0.1%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$126most kept, SMLL

SMLL$206 − $80 = $126

IJS$138 − $18 = $120

IJH$121 − $5 = $116

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee