PSCD vs SMLL

APSCD

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income2.05%SMLL · $205 on $10k

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

Held in common4.7%PSCD and SMLL

PSCD

SMLL

Invesco S&P SmallCap Consumer Discretionary ETF · $24MHarbor Active Small Cap ETF (SMLL) · $13M

+14.2%3 years · per year$14,886 · […][…]

+2.3%5 years · per year$11,196 · […][…]

0.29%Expense ratio$29 · $80 on $10k · lower wins0.80%

0.96%12-mo yield$96 · $205 on $10k2.05%

−14.2%Worst dropSmaller wins−12.1%

23.6%VolatilityLower wins17.3%

1–3SMLL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPSCD · SMLL

3.2%POOL5.8%

1.0%LCII1.0%

0.5%MCRI0.8%

Held in common4.7%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.96%	+3.6%	+15.4%	+22.6%	+14.2%	+2.3%	−14.2%	$24M
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.8%	+15.4%	+18.1%	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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.96%	+3.6%	+15.4%	+22.6%	+14.2%	+2.3%	−14.2%	$24M
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.8%	+15.4%	+18.1%	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

PSCD vs SMLL

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,196

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasurePSCDSMLL

Fee0.29%0.80%

Cost on $10k a year$29$80

Yield0.96%2.05%

5 years, per year+2.3%[…]

3 years, per year+14.2%[…]

Worst drop · 1Y−14.2%−12.1%

Volatility · 1Y23.6%17.3%

3–1measures won
SMLL first

4.7%

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$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PSCD, SMLL, IWF, VTV

Today

11.8%most shared, IWF and VTV

PSCDSMLLIWFVTV

PSCD—4.7%0.0%0.0%

SMLL4.7%—0.1%0.1%

IWF0.0%0.1%—11.8%

VTV0.0%0.1%11.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SMLL$205 − $80 = $125

PSCD$96 − $29 = $67

IWF$39 − $18 = $21

KeptFee

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