SLYV vs SMLL

ASLYV

BSMLL

Measures won3–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SLYV $13,707

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common3.3%SLYV and SMLL

SLYV

SMLL

State Street SPDR S&P 600 Small Cap Value ETF · $5.1BHarbor Active Small Cap ETF (SMLL) · $14M

+17.6%3 years · per year$16,274 · […][…]

+6.5%5 years · per year$13,707 · […][…]

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

1.97%12-mo yield$197 · $211 on $10k2.11%

−9.4%Worst dropSmaller wins−12.1%

16.1%VolatilityLower wins17.5%

3–1SLYV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSLYV · SMLL

0.9%POOL5.8%

0.3%LCII1.0%

0.2%PECO1.7%

0.2%MC1.1%

Held in common3.3%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

End-of-day Nov 6, 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

$13,707

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureSLYVSMLL

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.97%2.11%

5 years, per year+6.5%[…]

3 years, per year+17.6%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y16.1%17.5%

3–1measures won
SLYV first

3.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SLYV, SMLL, VUG, VO

Today

10.2%most shared, VUG and VO

SLYVSMLLVUGVO

SLYV—3.3%0.0%0.0%

SMLL3.3%—0.0%0.2%

VUG0.0%0.0%—10.2%

VO0.0%0.2%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

VO$139 − $3 = $136

SMLL$211 − $80 = $131

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee