IWM vs SMLL

AIWM

BSMLL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IWM $12,766

Lowest cost0.05%IJH · $5 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common1.5%IWM and SMLL

IWM

SMLL

iShares Russell 2000 ETF · $76.6BHarbor Active Small Cap ETF (SMLL) · $13M

+19.6%3 years · per year$17,100 · […][…]

+5.0%5 years · per year$12,766 · […][…]

0.19%Expense ratio$19 · $80 on $10k · lower wins0.80%

1.00%12-mo yield$100 · $211 on $10k2.11%

−11.1%Worst dropSmaller wins−12.1%

18.7%VolatilityLower wins17.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SMLL

0.2%UBSI3.3%

0.2%PECO1.7%

0.2%QTWO1.3%

0.2%MC1.1%

Held in common1.5%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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

IWM vs SMLL

IWM

iShares Russell 2000

$12,766

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIWMSMLL

Fee0.19%0.80%

Cost on $10k a year$19$80

Yield1.00%2.11%

5 years, per year+5.0%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−11.1%−12.1%

Volatility · 1Y18.7%17.5%

2–2measures won
level

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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: IWM, SMLL, IJH

Today

12.9%most shared, IWM and IJH

IWMSMLLIJH

IWM—1.5%12.9%

SMLL1.5%—5.0%

IJH12.9%5.0%—

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

IJH$125 − $5 = $120

IWM$100 − $19 = $81

KeptFee

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