SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,867SLYV · IJS $13,814

Lowest cost0.15%SLYV · $15 on $10k

Most income2.09%SMLL · $209 on $10k

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

Held in common3.1%SLYV and SMLL

SLYV

SMLL

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BHarbor Active Small Cap ETF (SMLL) · $14M

+19.4%3 years · per year$17,036 · […][…]

+6.8%5 years · per year$13,867 · […][…]

0.15%Expense ratio$15 · $80 on $10k · lower wins0.80%

1.93%12-mo yield$193 · $209 on $10k2.09%

−9.4%Worst dropSmaller wins−12.1%

15.7%VolatilityLower wins17.2%

3–1SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · SMLL

0.8%POOL5.6%

0.3%LBRT1.6%

0.3%LCII1.0%

0.2%PECO1.6%

Held in common3.1%

End-of-day Nov 3, 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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.93%	−0.8%	+18.4%	+22.7%	+19.4%	+6.8%	−9.4%	$5.0B
2	IJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

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

All Three

5Y3 funds

#
1	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.93%	−0.8%	+18.4%	+22.7%	+19.4%	+6.8%	−9.4%	$5.0B
2	IJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.39%	−0.8%	+18.3%	+22.6%	+19.4%	+6.7%	−9.3%	$7.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

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

Cards for this view

SLYV vs SMLL

SLYV

SPDR S&P 600 Small Cap Value

$13,867

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSLYVSMLL

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.93%2.09%

5 years, per year+6.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.7%17.2%

3–1measures won
SLYV first

3.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SLYV, IJS, SMLL

Today

98.0%most shared, SLYV and IJS

SLYVIJSSMLL

SLYV—98.0%3.1%

IJS98.0%—3.0%

SMLL3.1%3.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, SLYV

SLYV$193 − $15 = $178

SMLL$209 − $80 = $129

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee