KCE vs SMLL

AKCE

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,182KCE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−12.1%SMLL · worst fall in 1Y

Held in common7.7%KCE and SMLL

KCE

SMLL

State Street SPDR S&P Capital Markets ETF · $459MHarbor Active Small Cap ETF (SMLL) · $14M

+25.9%3 years · per year$19,952 · […][…]

+10.1%5 years · per year$16,182 · […][…]

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

1.72%12-mo yield$172 · $211 on $10k2.11%

−17.4%Worst dropSmaller wins−12.1%

21.4%VolatilityLower wins17.5%

1–3SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKCE · SMLL

2.0%MORN5.7%

2.0%FDS3.3%

1.6%APAM2.7%

1.5%MC1.1%

Held in common7.7%

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	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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 Three

5Y3 funds

#
1	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

KCE vs SMLL

KCE

SPDR S&P Capital Markets

$16,182

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureKCESMLL

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield1.72%2.11%

5 years, per year+10.1%[…]

3 years, per year+25.9%[…]

Worst drop · 1Y−17.4%−12.1%

Volatility · 1Y21.4%17.5%

3–1measures won
SMLL first

7.7%

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

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: KCE, SMLL, VUG

Today

7.7%most shared, KCE and SMLL

KCESMLLVUG

KCE—7.7%1.1%

SMLL7.7%—0.0%

VUG1.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$137most kept, KCE

KCE$172 − $35 = $137

SMLL$211 − $80 = $131

VUG$42 − $3 = $39

KeptFee

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