SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SLYV $13,712

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 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

+18.0%3 years · per year$16,442 · […][…]

+6.5%5 years · per year$13,712 · […][…]

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

1.96%12-mo yield$196 · $211 on $10k2.11%

−9.4%Worst dropSmaller wins−12.1%

16.2%VolatilityLower wins17.5%

3–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · SMLL

0.8%POOL5.7%

0.3%LCII1.0%

0.2%PECO1.6%

0.2%LBRT1.4%

Held in common3.3%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
3	PSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

End-of-day Nov 5, 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

$13,712

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSLYVSMLL

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.96%2.11%

5 years, per year+6.5%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y16.2%17.5%

3–1measures won
SLYV first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SLYV, SMLL, PSCD, VUG

Today

15.8%most shared, SLYV and PSCD

SLYVSMLLPSCDVUG

SLYV—3.3%15.8%0.0%

SMLL3.3%—4.7%0.0%

PSCD15.8%4.7%—0.0%

VUG0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

SMLL$211 − $80 = $131

PSCD$98 − $29 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee