SCHD vs SMLL5YSCHDSCHDAvsBSMLLSMLLSchwab U.S. Dividend Equity ETF · $124BHarbor Active Small Cap ETF (SMLL) · $14MReturns · dividends in+20.2%3 years · per year$17,374 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $80 on $10k · lower wins0.80%2.92%12-mo yield$292 · $209 on $10k2.09%
Overlap: SCHD, SMLL, IJHToday4.9%most shared, SMLL and IJHSCHDSMLLIJHSCHD—0.2%3.4%SMLL0.2%—4.9%IJH3.4%4.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs SMLL5YASCHDSchwab U.S. Dividend Equity$16,418vsSMLLBHarbor Active Small Cap ETF (SMLL)[…]MeasureSCHDSMLLFee0.06%0.80%Cost on $10k a year$6$80Yield2.92%2.09%5 years, per year+10.4%[…]3 years, per year+20.2%[…]Worst drop · 1Y−6.9%−12.1%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMLLHarbor Active Small Cap ETF (SMLL)ReadDesk0.80%2.09%+0.3%+13.4%+15.7%newnew−12.1%$14MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMLLHarbor Active Small Cap ETF (SMLL)ReadDesk0.80%2.09%+0.3%+13.4%+15.7%newnew−12.1%$14MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SCHD, SMLL, IJHToday4.9%most shared, SMLL and IJHSCHDSMLLIJHSCHD—0.2%3.4%SMLL0.2%—4.9%IJH3.4%4.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286SMLL$209 − $80 = $129IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee