IJS vs SMLL

AIJS

BSMLL

Measures won3–1IJS 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%IJS and SMLL

IJS

SMLL

iShares S&P Small-Cap 600 Value ETF · $7.7BHarbor Active Small Cap ETF (SMLL) · $14M

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

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

0.18%Expense ratio$18 · $80 on $10k · lower wins0.80%

1.37%12-mo yield$137 · $205 on $10k2.05%

−9.3%Worst dropSmaller wins−12.1%

15.9%VolatilityLower wins17.3%

3–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · SMLL

0.8%POOL5.5%

0.3%LCII1.0%

0.3%LBRT1.6%

0.2%PECO1.6%

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 Three

5Y3 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	AIJS	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%	$7.7B
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	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	AIJS	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%	$7.7B
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

IJS vs SMLL

IJS

iShares S&P Small-Cap 600 Value

$14,359

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureIJSSMLL

Fee0.18%0.80%

Cost on $10k a year$18$80

Yield1.37%2.05%

5 years, per year+7.5%[…]

3 years, per year+19.7%[…]

Worst drop · 1Y−9.3%−12.1%

Volatility · 1Y15.9%17.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SLYV, IJS, SMLL

Today

98.5%most shared, SLYV and IJS

SLYVIJSSMLL

SLYV—98.5%3.3%

IJS98.5%—3.2%

SMLL3.3%3.2%—

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

KeptFee

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