KCE vs SMLL

AKCE

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,277KCE · IJH $13,928

Lowest cost0.05%IJH · $5 on $10k

Most income2.07%SMLL · $207 on $10k

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

Held in common7.4%KCE and SMLL

State Street SPDR S&P Capital Markets ETF · $455MHarbor Active Small Cap ETF (SMLL) · $14M

+25.8%3 years · per year$19,929 · […][…]

+10.2%5 years · per year$16,277 · […][…]

0.35%Expense ratio$35 · $80 on $10k · lower wins0.80%

1.66%12-mo yield$166 · $207 on $10k2.07%

Cards for this view

KCE

SPDR S&P Capital Markets

$16,277

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureKCESMLL

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield1.66%2.07%

5 years, per year+10.2%[…]

3 years, per year+25.8%[…]

Worst drop · 1Y−17.4%−12.1%

Volatility · 1Y21.6%17.2%

#
1	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.66%	+0.7%	+9.6%	+12.0%	+25.8%	+10.2%	−17.4%	$455M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.07%	+0.1%	+14.2%	+16.7%	new	new	−12.1%	$14M

#
1	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.66%	+0.7%	+9.6%	+12.0%	+25.8%	+10.2%	−17.4%	$455M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.8%	+14.2%	+15.9%	+16.7%	+6.9%	−8.8%	$125.5B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.07%	+0.1%	+14.2%	+16.7%	new	new	−12.1%	$14M

Loading…