SCHD vs SMLL

ASCHD

BSMLL

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.2%SCHD and SMLL

SCHD

SMLL

Schwab U.S. Dividend Equity ETF · $120BHarbor Active Small Cap ETF (SMLL) · $13M

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%

3.00%12-mo yield$300 · $211 on $10k2.11%

−6.9%Worst dropSmaller wins−12.1%

11.7%VolatilityLower wins17.5%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SMLL

0.1%MC1.1%

0.1%APAM2.7%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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

SCHD vs SMLL

SCHD

Schwab U.S. Dividend Equity

$16,267

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSCHDSMLL

Fee0.06%0.80%

Cost on $10k a year$6$80

Yield3.00%2.11%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−12.1%

Volatility · 1Y11.7%17.5%

4–0measures won
SCHD first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, SMLL

Today

0.2%most shared, SCHD and SMLL

SCHDSMLL

SCHD—0.2%

SMLL0.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMLL$211 − $80 = $131

KeptFee

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