SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SLYV $14,413

Lowest cost0.15%SLYV · $15 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−9.4%SLYV · worst fall in 1Y

Held in common3.3%SLYV and SMLL

SLYV

SMLL

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

+19.8%3 years · per year$17,172 · […][…]

+7.6%5 years · per year$14,413 · […][…]

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

1.90%12-mo yield$190 · $205 on $10k2.05%

−9.4%Worst dropSmaller wins−12.1%

15.8%VolatilityLower wins17.3%

3–1SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · SMLL

0.8%POOL5.5%

0.3%LCII1.0%

0.3%LBRT1.6%

0.2%PECO1.6%

Held in common3.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASLYV	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
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASLYV	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
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

SLYV vs SMLL

SLYV

SPDR S&P 600 Small Cap Value

$14,413

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSLYVSMLL

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.90%2.05%

5 years, per year+7.6%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.8%17.3%

3–1measures won
SLYV first

3.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: SLYV, SMLL, IWF

Today

3.3%most shared, SLYV and SMLL

SLYVSMLLIWF

SLYV—3.3%0.0%

SMLL3.3%—0.1%

IWF0.0%0.1%—

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

IWF$37 − $18 = $19

KeptFee

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