IJS vs SMLL

AIJS

BSMLL

Measures won3–1IJS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · IJS $14,359

Lowest cost0.03%VO · $3 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−8.2%VO · 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

+19.7%3 years · per year$17,153 · […][…]

+7.5%5 years · per year$14,359 · […][…]

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

1.37%12-mo yield$137 · $205 on $10k2.05%

−9.3%Worst dropSmaller wins−12.1%

15.9%VolatilityLower wins17.3%

3–1IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · SMLL

0.8%POOL5.5%

0.3%LCII1.0%

0.3%LBRT1.6%

0.2%PECO1.6%

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	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

IJS vs SMLL

IJS

iShares S&P Small-Cap 600 Value

$14,359

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJSSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield1.37%2.05%

5 years, per year+7.5%[…]

3 years, per year+19.7%[…]

Worst drop · 1Y−9.3%−12.1%

Volatility · 1Y15.9%17.3%

3–1measures won
IJS first

3.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IJS, SMLL, IWF, VO

Today

9.3%most shared, IWF and VO

IJSSMLLIWFVO

IJS—3.2%0.0%0.0%

SMLL3.2%—0.1%0.2%

IWF0.0%0.1%—9.3%

VO0.0%0.2%9.3%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SMLL$205 − $80 = $125

IJS$137 − $18 = $119

IWF$37 − $18 = $19

KeptFee

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