SMLL vs IJS

ASMLL

BIJS

Measures won1–3IJS wins · of 6 · 5Y

$10,000 · 5Y$13,645IJS · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common3.2%SMLL and IJS

SMLL

IJS

Harbor Active Small Cap ETF (SMLL) · $14MiShares S&P Small-Cap 600 Value ETF · $7.6B

[…]3 years · per year[…] · $16,272+17.6%

[…]5 years · per year[…] · $13,645+6.4%

0.80%Expense ratio$80 · $18 on $10k · lower wins0.18%

2.11%12-mo yield$211 · $142 on $10k1.42%

−12.1%Worst dropSmaller wins−9.3%

17.5%VolatilityLower wins16.2%

1–3IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · IJS

5.8%POOL0.9%

1.0%LCII0.3%

1.7%PECO0.2%

1.1%MC0.2%

Held in common3.2%

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 Three

5Y3 funds

#
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
2	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
3	ASMLL	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 Three

5Y3 funds

#
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
2	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
3	ASMLL	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

SMLL vs IJS

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureSMLLIJS

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.11%1.42%

5 years, per year[…]+6.4%

3 years, per year[…]+17.6%

Worst drop · 1Y−12.1%−9.3%

Volatility · 1Y17.5%16.2%

3–1measures won
IJS first

3.2%

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, IJS, VO

Today

3.2%most shared, SMLL and IJS

SMLLIJSVO

SMLL—3.2%0.2%

IJS3.2%—0.0%

VO0.2%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLL$211 − $80 = $131

IJS$142 − $18 = $124

KeptFee

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