PSCD vs SMLL

APSCD

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%SMLL · $205 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

+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 four, 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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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
4	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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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
4	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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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, VUG, IWF

Today

77.4%most shared, VUG and IWF

PSCDSMLLVUGIWF

PSCD—4.7%0.0%0.0%

SMLL4.7%—0.0%0.1%

VUG0.0%0.0%—77.4%

IWF0.0%0.1%77.4%—

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

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

PSCD$95 − $29 = $66

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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