SMLL vs IWM

ASMLL

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common1.5%SMLL and IWM

SMLL

IWM

Harbor Active Small Cap ETF (SMLL) · $14MiShares Russell 2000 ETF · $75.8B

[…]3 years · per year[…] · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

0.80%Expense ratio$80 · $19 on $10k · lower wins0.19%

2.05%12-mo yield$205 · $96 on $10k0.96%

−12.1%Worst dropSmaller wins−11.1%

17.3%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · IWM

3.2%UBSI0.2%

1.6%PECO0.2%

1.2%QTWO0.2%

1.1%MC0.1%

Held in common1.5%

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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	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 IWM

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

IWM

iShares Russell 2000

$13,509

MeasureSMLLIWM

Fee0.80%0.19%

Cost on $10k a year$80$19

Yield2.05%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−12.1%−11.1%

Volatility · 1Y17.3%18.2%

2–2measures won
level

1.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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, IWM

Today

1.5%most shared, SMLL and IWM

SMLLIWM

SMLL—1.5%

IWM1.5%—

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

IWM$96 − $19 = $77

KeptFee

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