SMLL vs IJH

ASMLL

BIJH

Measures won1–3IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH

Lowest cost0.05%IJH · $5 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common5.0%SMLL and IJH

SMLL

IJH

Harbor Active Small Cap ETF (SMLL) · $13MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.80%Expense ratio$80 · $5 on $10k · lower wins0.05%

2.11%12-mo yield$211 · $125 on $10k1.25%

−12.1%Worst dropSmaller wins−8.8%

17.5%VolatilityLower wins15.5%

1–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · IJH

2.3%RS0.6%

0.7%NXT0.5%

0.9%RBC0.4%

2.0%RRC0.4%

Held in common5.0%

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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

SMLL vs IJH

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureSMLLIJH

Fee0.80%0.05%

Cost on $10k a year$80$5

Yield2.11%1.25%

5 years, per year[…]+6.7%

3 years, per year[…]+16.5%

Worst drop · 1Y−12.1%−8.8%

Volatility · 1Y17.5%15.5%

3–1measures won
IJH first

5.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMLL, IJH

Today

5.0%most shared, SMLL and IJH

SMLLIJH

SMLL—5.0%

IJH5.0%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJH$125 − $5 = $120

KeptFee

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