SMLL vs PSCD

ASMLL

BPSCD

Measures won3–1SMLL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · PSCD $11,840

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%SMLL · $205 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 · $24M

[…]3 years · per year[…] · $15,721+16.3%

[…]5 years · per year[…] · $11,840+3.4%

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

2.05%12-mo yield$205 · $95 on $10k0.95%

−12.1%Worst dropSmaller wins−14.2%

17.3%VolatilityLower wins23.4%

3–1SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · PSCD

5.5%POOL3.1%

1.0%LCII1.0%

0.8%MCRI0.6%

Held in common4.7%

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	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M
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	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M
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 PSCD

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,840

MeasureSMLLPSCD

Fee0.80%0.29%

Cost on $10k a year$80$29

Yield2.05%0.95%

5 years, per year[…]+3.4%

3 years, per year[…]+16.3%

Worst drop · 1Y−12.1%−14.2%

Volatility · 1Y17.3%23.4%

3–1measures won
SMLL first

4.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLL, PSCD, VUG

Today

4.7%most shared, SMLL and PSCD

SMLLPSCDVUG

SMLL—4.7%0.0%

PSCD4.7%—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

PSCD$95 − $29 = $66

VUG$40 − $3 = $37

KeptFee

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