SMLL vs VBR

ASMLL

BVBR

Measures won1–3VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR

Lowest cost0.05%VBR · $5 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common2.8%SMLL and VBR

SMLL

VBR

Harbor Active Small Cap ETF (SMLL) · $14MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $16,965+19.3%

[…]5 years · per year[…] · $15,143+8.7%

0.80%Expense ratio$80 · $5 on $10k · lower wins0.05%

2.11%12-mo yield$211 · $183 on $10k1.83%

−12.1%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins14.3%

1–3VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLL · VBR

2.3%RS0.4%

3.3%SSNC0.3%

0.8%DTM0.3%

3.8%WTFC0.2%

Held in common2.8%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
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 VBR

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureSMLLVBR

Fee0.80%0.05%

Cost on $10k a year$80$5

Yield2.11%1.83%

5 years, per year[…]+8.7%

3 years, per year[…]+19.3%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y17.5%14.3%

3–1measures won
VBR first

2.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMLL, VBR

Today

2.8%most shared, SMLL and VBR

SMLLVBR

SMLL—2.8%

VBR2.8%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

SMLL$211 − $80 = $131

KeptFee

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