VIG vs SMLL

AVIG

BSMLL

Measures won3–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · IJH $13,809

Lowest cost0.04%VIG · $4 on $10k

Most income2.10%SMLL · $210 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.4%VIG and SMLL

Vanguard Dividend Appreciation ETF · $109BHarbor Active Small Cap ETF (SMLL) · $14M

+18.9%3 years · per year$16,806 · […][…]

+10.7%5 years · per year$16,596 · […][…]

0.04%Expense ratio$4 · $80 on $10k · lower wins0.80%

1.45%12-mo yield$145 · $210 on $10k2.10%

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,596

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureVIGSMLL

Fee0.04%0.80%

Cost on $10k a year$4$80

Yield1.45%2.10%

5 years, per year+10.7%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−12.1%

Volatility · 1Y11.0%

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.10%	−1.0%	+13.1%	+15.1%	new	new	−12.1%	$14M

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.10%	−1.0%	+13.1%	+15.1%	new	new	−12.1%	$14M

Loading…