SMLL vs IJS

ASMLL

BIJS

Measures won1–3IJS wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.2%SMLL and IJS

SMLL

IJS

Harbor Active Small Cap ETF (SMLL) · $13MiShares S&P Small-Cap 600 Value ETF · $7.5B

[…]3 years · per year[…] · $16,259+17.6%

[…]5 years · per year[…] · $13,675+6.5%

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

2.05%12-mo yield$205 · $138 on $10k1.38%

−12.1%Worst dropSmaller wins−9.3%

17.3%VolatilityLower wins16.3%

1–3IJS wins

$10,000 · 5 yearsAll four, 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 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
4	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.8%	+15.4%	+18.1%	new	new	−12.1%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
4	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.8%	+15.4%	+18.1%	new	new	−12.1%	$13M

End-of-day Nov 9, 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

$13,675

MeasureSMLLIJS

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.05%1.38%

5 years, per year[…]+6.5%

3 years, per year[…]+17.6%

Worst drop · 1Y−12.1%−9.3%

Volatility · 1Y17.3%16.3%

3–1measures won
IJS first

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SMLL, IJS, VTV, IWF

Today

11.8%most shared, VTV and IWF

SMLLIJSVTVIWF

SMLL—3.2%0.1%0.1%

IJS3.2%—0.0%0.0%

VTV0.1%0.0%—11.8%

IWF0.1%0.0%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SMLL$205 − $80 = $125

IJS$138 − $18 = $120

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee