SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income2.06%SMLL · $206 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.3%SLYV and SMLL

SLYV

SMLL

State Street SPDR S&P 600 Small Cap Value ETF · $4.9BHarbor Active Small Cap ETF (SMLL) · $13M

+17.5%3 years · per year$16,216 · […][…]

+6.5%5 years · per year$13,688 · […][…]

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

1.92%12-mo yield$192 · $206 on $10k2.06%

−9.4%Worst dropSmaller wins−12.1%

16.2%VolatilityLower wins17.2%

3–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · SMLL

0.9%POOL5.6%

0.3%LCII0.9%

0.2%PECO1.6%

0.2%LBRT1.3%

Held in common3.3%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

End-of-day Nov 9, 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

$13,688

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSLYVSMLL

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.92%2.06%

5 years, per year+6.5%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y16.2%17.2%

3–1measures won
SLYV first

3.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SLYV, SMLL, IWF, VTV

Today

11.8%most shared, IWF and VTV

SLYVSMLLIWFVTV

SLYV—3.3%0.0%0.0%

SMLL3.3%—0.1%0.1%

IWF0.0%0.1%—11.8%

VTV0.0%0.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SLYV$192 − $15 = $177

SMLL$206 − $80 = $126

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee