IWM vs SMLL

AIWM

BSMLL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income2.06%SMLL · $206 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common1.5%IWM and SMLL

IWM

SMLL

iShares Russell 2000 ETF · $77.9BHarbor Active Small Cap ETF (SMLL) · $13M

+19.8%3 years · per year$17,194 · […][…]

+5.1%5 years · per year$12,845 · […][…]

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

0.97%12-mo yield$97 · $206 on $10k2.06%

−11.1%Worst dropSmaller wins−12.1%

18.8%VolatilityLower wins17.2%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · SMLL

0.2%UBSI3.3%

0.2%PECO1.6%

0.2%QTWO1.3%

0.1%MC1.0%

Held in common1.5%

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%	$118.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
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%	$118.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
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

IWM vs SMLL

IWM

iShares Russell 2000

$12,845

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIWMSMLL

Fee0.19%0.80%

Cost on $10k a year$19$80

Yield0.97%2.06%

5 years, per year+5.1%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−11.1%−12.1%

Volatility · 1Y18.8%17.2%

2–2measures won
level

1.5%

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$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IWM, SMLL, VO, IWF

Today

9.2%most shared, VO and IWF

IWMSMLLVOIWF

IWM—1.5%0.0%0.0%

SMLL1.5%—0.2%0.1%

VO0.0%0.2%—9.2%

IWF0.0%0.1%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLL$206 − $80 = $126

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

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