SMLL vs IJS

ASMLL

BIJS

Measures won1–3IJS wins · of 6 · 5Y

$10,000 · 5Y$14,413SLYV · IJS $14,359

Lowest cost0.15%SLYV · $15 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common3.2%SMLL and IJS

SMLL

IJS

Harbor Active Small Cap ETF (SMLL) · $14MiShares S&P Small-Cap 600 Value ETF · $7.8B

[…]3 years · per year[…] · $17,153+19.7%

[…]5 years · per year[…] · $14,359+7.5%

0.80%Expense ratio$80 · $18 on $10k · lower wins0.18%

2.05%12-mo yield$205 · $137 on $10k1.37%

−12.1%Worst dropSmaller wins−9.3%

17.3%VolatilityLower wins15.9%

1–3IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMLL · IJS

5.5%POOL0.8%

1.0%LCII0.3%

1.6%LBRT0.3%

1.6%PECO0.2%

Held in common3.2%

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	SLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	PSCD	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	ASMLL	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	SLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	PSCD	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	ASMLL	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

SMLL vs IJS

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureSMLLIJS

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.05%1.37%

5 years, per year[…]+7.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−12.1%−9.3%

Volatility · 1Y17.3%15.9%

3–1measures won
IJS first

3.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SLYV, IJS, SMLL, PSCD

Today

98.5%most shared, SLYV and IJS

SLYVIJSSMLLPSCD

SLYV—98.5%3.3%15.3%

IJS98.5%—3.2%15.2%

SMLL3.3%3.2%—4.7%

PSCD15.3%15.2%4.7%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

SMLL$205 − $80 = $125

IJS$137 − $18 = $119

PSCD$95 − $29 = $66

KeptFee

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