SMLL vs IJR

ASMLL

BIJR

Measures won1–3IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR

Lowest cost0.06%IJR · $6 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common3.3%SMLL and IJR

SMLL

IJR

Harbor Active Small Cap ETF (SMLL) · $14MiShares Core S&P Small-Cap ETF · $104B

[…]3 years · per year[…] · $16,200+17.4%

[…]5 years · per year[…] · $13,136+5.6%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.11%12-mo yield$211 · $124 on $10k1.24%

−12.1%Worst dropSmaller wins−9.7%

17.5%VolatilityLower wins16.3%

1–3IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · IJR

5.7%POOL0.4%

1.1%LYFT0.4%

1.6%PECO0.3%

1.3%QTWO0.3%

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
2	ASMLL	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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
2	ASMLL	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

SMLL vs IJR

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

IJR

iShares Core S&P Small-Cap

$13,136

MeasureSMLLIJR

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield2.11%1.24%

5 years, per year[…]+5.6%

3 years, per year[…]+17.4%

Worst drop · 1Y−12.1%−9.7%

Volatility · 1Y17.5%16.3%

3–1measures won
IJR first

3.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMLL, IJR

Today

3.3%most shared, SMLL and IJR

SMLLIJR

SMLL—3.3%

IJR3.3%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

KeptFee

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