IWM vs SMLL

AIWM

BSMLL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWM $12,637

Lowest cost0.03%VTV · $3 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.5%IWM and SMLL

IWM

SMLL

iShares Russell 2000 ETF · $77.4BHarbor Active Small Cap ETF (SMLL) · $14M

+19.4%3 years · per year$17,029 · […][…]

+4.8%5 years · per year$12,637 · […][…]

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

1.01%12-mo yield$101 · $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%UBSI3.2%

0.2%PECO1.6%

0.2%QTWO1.3%

0.2%MC1.1%

Held in common1.5%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
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

IWM vs SMLL

IWM

iShares Russell 2000

$12,637

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIWMSMLL

Fee0.19%0.80%

Cost on $10k a year$19$80

Yield1.01%2.11%

5 years, per year+4.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−11.1%−12.1%

Volatility · 1Y18.7%17.5%

2–2measures won
level

1.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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

Overlap: IWM, SMLL, VTV

Today

1.5%most shared, IWM and SMLL

IWMSMLLVTV

IWM—1.5%0.0%

SMLL1.5%—0.1%

VTV0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SMLL$211 − $80 = $131

IWM$101 − $19 = $82

KeptFee

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