SMLL vs KCE

ASMLL

BKCE

Measures won3–1SMLL wins · of 6 · 5Y

$10,000 · 5Y$17,270KCE

Lowest cost0.35%KCE · $35 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−12.1%SMLL · worst fall in 1Y

Held in common7.5%SMLL and KCE

SMLL

KCE

Harbor Active Small Cap ETF (SMLL) · $14MState Street SPDR S&P Capital Markets ETF · $444M

[…]3 years · per year[…] · $21,038+28.1%

[…]5 years · per year[…] · $17,270+11.5%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

2.05%12-mo yield$205 · $166 on $10k1.66%

−12.1%Worst dropSmaller wins−17.4%

17.3%VolatilityLower wins21.1%

3–1SMLL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · KCE

5.4%MORN2.0%

3.2%FDS1.9%

2.6%APAM1.6%

1.1%MC1.5%

Held in common7.5%

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	BKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.66%	+3.3%	+9.8%	+13.2%	+28.1%	+11.5%	−17.4%	$444M
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	BKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.66%	+3.3%	+9.8%	+13.2%	+28.1%	+11.5%	−17.4%	$444M
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 KCE

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

KCE

SPDR S&P Capital Markets

$17,270

MeasureSMLLKCE

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield2.05%1.66%

5 years, per year[…]+11.5%

3 years, per year[…]+28.1%

Worst drop · 1Y−12.1%−17.4%

Volatility · 1Y17.3%21.1%

3–1measures won
SMLL first

7.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMLL, KCE

Today

7.5%most shared, SMLL and KCE

SMLLKCE

SMLL—7.5%

KCE7.5%—

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

Income After Fees on $10,000

$131most kept, KCE

KCE$166 − $35 = $131

SMLL$205 − $80 = $125

KeptFee

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