IWM vs SMLL

AIWM

BSMLL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common1.5%IWM and SMLL

IWM

SMLL

iShares Russell 2000 ETF · $75.4BHarbor Active Small Cap ETF (SMLL) · $14M

+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 four, 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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

Overlap: IWM, SMLL, IWF, VUG

Today

78.0%most shared, IWF and VUG

IWMSMLLIWFVUG

IWM—1.5%0.0%0.0%

SMLL1.5%—0.1%0.0%

IWF0.0%0.1%—78.0%

VUG0.0%0.0%78.0%—

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

IWM$100 − $19 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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