SMLL vs KCE

ASMLL

BKCE

Measures won3–1SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,182KCE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common7.7%SMLL and KCE

SMLL

KCE

Harbor Active Small Cap ETF (SMLL) · $14MState Street SPDR S&P Capital Markets ETF · $459M

[…]3 years · per year[…] · $19,952+25.9%

[…]5 years · per year[…] · $16,182+10.1%

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

2.11%12-mo yield$211 · $172 on $10k1.72%

−12.1%Worst dropSmaller wins−17.4%

17.5%VolatilityLower wins21.4%

3–1SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · KCE

5.7%MORN2.0%

3.3%FDS2.0%

2.7%APAM1.6%

1.1%MC1.5%

Held in common7.7%

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	BKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BKCE	State Street SPDR S&P Capital Markets ETFRead Desk	0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 KCE

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

KCE

SPDR S&P Capital Markets

$16,182

MeasureSMLLKCE

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield2.11%1.72%

5 years, per year[…]+10.1%

3 years, per year[…]+25.9%

Worst drop · 1Y−12.1%−17.4%

Volatility · 1Y17.5%21.4%

3–1measures won
SMLL first

7.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SMLL, KCE, VUG

Today

7.7%most shared, SMLL and KCE

SMLLKCEVUG

SMLL—7.7%0.0%

KCE7.7%—1.1%

VUG0.0%1.1%—

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

Income After Fees on $10,000

$137most kept, KCE

KCE$172 − $35 = $137

SMLL$211 − $80 = $131

VUG$42 − $3 = $39

KeptFee

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