IJS vs SMLL

AIJS

BSMLL

Measures won3–1IJS wins · of 6 · 5Y

$10,000 · 5Y$13,664IJS · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common3.2%IJS and SMLL

IJS

SMLL

iShares S&P Small-Cap 600 Value ETF · $7.8BHarbor Active Small Cap ETF (SMLL) · $14M

+18.0%3 years · per year$16,426 · […][…]

+6.4%5 years · per year$13,664 · […][…]

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

1.42%12-mo yield$142 · $211 on $10k2.11%

−9.3%Worst dropSmaller wins−12.1%

16.3%VolatilityLower wins17.5%

3–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · SMLL

0.8%POOL5.7%

0.3%LCII1.0%

0.2%PECO1.6%

0.2%LBRT1.4%

Held in common3.2%

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	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
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	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
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

IJS vs SMLL

IJS

iShares S&P Small-Cap 600 Value

$13,664

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJSSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield1.42%2.11%

5 years, per year+6.4%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−9.3%−12.1%

Volatility · 1Y16.3%17.5%

3–1measures won
IJS first

3.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJS, SMLL, IJR

Today

65.3%most shared, IJS and IJR

IJSSMLLIJR

IJS—3.2%65.3%

SMLL3.2%—3.3%

IJR65.3%3.3%—

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

IJS$142 − $18 = $124

IJR$124 − $6 = $118

KeptFee

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