SMLL vs SLYV

ASMLL

BSLYV

Measures won1–3SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,712SLYV

Lowest cost0.15%SLYV · $15 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.4%SLYV · worst fall in 1Y

Held in common3.3%SMLL and SLYV

SMLL

SLYV

Harbor Active Small Cap ETF (SMLL) · $14MState Street SPDR S&P 600 Small Cap Value ETF · $5.0B

[…]3 years · per year[…] · $16,442+18.0%

[…]5 years · per year[…] · $13,712+6.5%

0.80%Expense ratio$80 · $15 on $10k · lower wins0.15%

2.11%12-mo yield$211 · $196 on $10k1.96%

−12.1%Worst dropSmaller wins−9.4%

17.5%VolatilityLower wins16.2%

1–3SLYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · SLYV

5.7%POOL0.8%

1.0%LCII0.3%

1.6%PECO0.2%

1.4%LBRT0.2%

Held in common3.3%

End-of-day Nov 5, 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	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

Both

5Y2 funds

#			Trend
1	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B
2	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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

Cards for this view

SMLL vs SLYV

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

SLYV

SPDR S&P 600 Small Cap Value

$13,712

MeasureSMLLSLYV

Fee0.80%0.15%

Cost on $10k a year$80$15

Yield2.11%1.96%

5 years, per year[…]+6.5%

3 years, per year[…]+18.0%

Worst drop · 1Y−12.1%−9.4%

Volatility · 1Y17.5%16.2%

3–1measures won
SLYV first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMLL, SLYV

Today

3.3%most shared, SMLL and SLYV

SMLLSLYV

SMLL—3.3%

SLYV3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

SMLL$211 − $80 = $131

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee