SMLL vs PSCD

ASMLL

BPSCD

Measures won3–1SMLL wins · of 6 · 5Y

$10,000 · 5Y$11,051PSCD

Lowest cost0.29%PSCD · $29 on $10k

Most income2.09%SMLL · $209 on $10k

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

Held in common4.7%SMLL and PSCD

SMLL

PSCD

Harbor Active Small Cap ETF (SMLL) · $14MInvesco S&P SmallCap Consumer Discretionary ETF · $25M

[…]3 years · per year[…] · $15,094+14.7%

[…]5 years · per year[…] · $11,051+2.0%

0.80%Expense ratio$80 · $29 on $10k · lower wins0.29%

2.09%12-mo yield$209 · $100 on $10k1.00%

−12.1%Worst dropSmaller wins−14.2%

17.2%VolatilityLower wins22.9%

3–1SMLL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · PSCD

5.6%POOL3.2%

1.0%LCII1.0%

0.8%MCRI0.6%

Held in common4.7%

End-of-day Nov 3, 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	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

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

Both

5Y2 funds

#			Trend
1	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	1.00%	−1.5%	+10.8%	+13.5%	+14.7%	+2.0%	−14.2%	$25M
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.09%	−0.7%	+13.2%	+10.4%	new	new	−12.1%	$14M

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

Cards for this view

SMLL vs PSCD

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,051

MeasureSMLLPSCD

Fee0.80%0.29%

Cost on $10k a year$80$29

Yield2.09%1.00%

5 years, per year[…]+2.0%

3 years, per year[…]+14.7%

Worst drop · 1Y−12.1%−14.2%

Volatility · 1Y17.2%22.9%

3–1measures won
SMLL first

4.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMLL, PSCD

Today

4.7%most shared, SMLL and PSCD

SMLLPSCD

SMLL—4.7%

PSCD4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$129most kept, SMLL

SMLL$209 − $80 = $129

PSCD$100 − $29 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee