PSCD vs SMLL

APSCD

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

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 common4.7%PSCD and SMLL

PSCD

SMLL

Invesco S&P SmallCap Consumer Discretionary ETF · $24MHarbor Active Small Cap ETF (SMLL) · $14M

+14.8%3 years · per year$15,127 · […][…]

+2.6%5 years · per year$11,358 · […][…]

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

0.98%12-mo yield$98 · $211 on $10k2.11%

−14.2%Worst dropSmaller wins−12.1%

23.6%VolatilityLower wins17.5%

1–3SMLL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPSCD · SMLL

3.2%POOL5.7%

1.0%LCII1.0%

0.5%MCRI0.8%

Held in common4.7%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
4	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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
4	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

PSCD vs SMLL

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,358

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasurePSCDSMLL

Fee0.29%0.80%

Cost on $10k a year$29$80

Yield0.98%2.11%

5 years, per year+2.6%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−14.2%−12.1%

Volatility · 1Y23.6%17.5%

3–1measures won
SMLL first

4.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSCD, SMLL, IWF, VUG

Today

78.0%most shared, IWF and VUG

PSCDSMLLIWFVUG

PSCD—4.7%0.0%0.0%

SMLL4.7%—0.1%0.0%

IWF0.0%0.1%—78.0%

VUG0.0%0.0%78.0%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

PSCD$98 − $29 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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