Screener
SMLL vs SSPY
Harbor Active Small Cap ETF vs Stratified LargeCap Index ETF
Key differences
Both SMLL and SSPY are equity ETFs. SMLL charges 0.80% a year and SSPY 0.45%. The main difference: SMLL follows a active selection strategy; SSPY uses index tracking.
- SMLL follows a active selection strategy; SSPY uses index tracking.
- SSPY costs 0.35% less per year.
- SSPY is much larger than SMLL. Larger funds are usually more liquid and less likely to close.
- SSPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMLL | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.45% |
| Fund size (AUM) | $13M | $125M |
| Since | 2024 | 2019 |
| Dividend yield | 2.30% | 1.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -0.4% | +21.3% |
| CAGR 3Y | N/A | +14.9% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.84 |
| Volatility 1Y | 17.55% | 10.78% |
| Max drawdown | -23.55% | -36.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.