SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,688SLYV · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income2.06%SMLL · $206 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 · $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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.96%	+3.5%	+15.3%	+22.5%	+14.1%	+2.3%	−14.2%	$24M
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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.96%	+3.5%	+15.3%	+22.5%	+14.1%	+2.3%	−14.2%	$24M
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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SLYV, SMLL, PSCD, IJR

Today

65.4%most shared, SLYV and IJR

SLYVSMLLPSCDIJR

SLYV—3.3%15.7%65.4%

SMLL3.3%—4.7%3.3%

PSCD15.7%4.7%—13.8%

IJR65.4%3.3%13.8%—

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

Income After Fees on $10,000

$177most kept, SLYV

SLYV$192 − $15 = $177

SMLL$206 − $80 = $126

IJR$121 − $6 = $115

PSCD$96 − $29 = $67

KeptFee

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