SMLL vs IJS

ASMLL

BIJS

Measures won1–3IJS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IJS $14,359

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−9.3%IJS · 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 · $7.7B

[…]3 years · per year[…] · $17,153+19.7%

[…]5 years · per year[…] · $14,359+7.5%

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

2.05%12-mo yield$205 · $137 on $10k1.37%

−12.1%Worst dropSmaller wins−9.3%

17.3%VolatilityLower wins15.9%

1–3IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · IJS

5.5%POOL0.8%

1.0%LCII0.3%

1.6%LBRT0.3%

1.6%PECO0.2%

Held in common3.2%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

End-of-day Nov 4, 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

$14,359

MeasureSMLLIJS

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.05%1.37%

5 years, per year[…]+7.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−12.1%−9.3%

Volatility · 1Y17.3%15.9%

3–1measures won
IJS first

3.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLL, IJS, VUG

Today

3.2%most shared, SMLL and IJS

SMLLIJSVUG

SMLL—3.2%0.0%

IJS3.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

IJS$137 − $18 = $119

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee