PSCD vs SMLL

APSCD

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · PSCD $11,840

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) · $14M

+16.3%3 years · per year$15,721 · […][…]

+3.4%5 years · per year$11,840 · […][…]

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

0.95%12-mo yield$95 · $205 on $10k2.05%

−14.2%Worst dropSmaller wins−12.1%

23.4%VolatilityLower wins17.3%

1–3SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSCD · SMLL

3.1%POOL5.5%

1.0%LCII1.0%

0.6%MCRI0.8%

Held in common4.7%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 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

$11,840

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasurePSCDSMLL

Fee0.29%0.80%

Cost on $10k a year$29$80

Yield0.95%2.05%

5 years, per year+3.4%[…]

3 years, per year+16.3%[…]

Worst drop · 1Y−14.2%−12.1%

Volatility · 1Y23.4%17.3%

3–1measures won
SMLL first

4.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PSCD, SMLL, VTV

Today

4.7%most shared, PSCD and SMLL

PSCDSMLLVTV

PSCD—4.7%0.0%

SMLL4.7%—0.1%

VTV0.0%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMLL$205 − $80 = $125

PSCD$95 − $29 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee