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SMLL vs SPY

Comparison between HARBOR ACTIVE SMALL CAP ETF (SMLL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SMLL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMLL
$13M
Winner
SPY
$784B
Expense Ratio
SMLL
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
SMLL
23.56%
SPY
56.47%
Sharpe Ratio
SMLL
-0.15
Winner
SPY
1.56
5Y Beta
Winner
SMLL
0.94
SPY
1.00
P/E Ratio
SMLL
28.37
Winner
SPY
28.29
Forward P/E
Winner
SMLL
16.01
SPY
21.75
PEG Ratio
SMLL
0.64
SPY
N/A
5Y Dividends CAGR
SMLL
N/A
SPY
5.43%
5Y EPS CAGR
SMLL
10.67%
Winner
SPY
25.98%
Debt to Equity
SMLL
53.41%
Winner
SPY
30.79%
P/S Ratio
Winner
SMLL
1.87
SPY
3.79
P/B Ratio
Winner
SMLL
2.59
SPY
5.67

SMLL vs SPY - Holdings Comparison

SMLL and SPY have 4 common holdings. Overlap is 0.05%

SMLL's top 25 holdings weight is 74.77%. SPY's top 25 holdings weight is 52.46%.

RankSMLLSPY
#1
RELIANCE INC (RS) - 5.24%
NVIDIA CORP (NVDA) - 8.30%
#2
WILLSCOT HOLDINGS CORP ORDINARY SHARES CLASS A (WSC) - 4.49%
APPLE INC (AAPL) - 7.09%
#3
POOL CORP (POOL) - 4.24%
MICROSOFT CORP (MSFT) - 5.02%
#4
MORNINGSTAR INC (MORN) - 4.10%
AMAZON.COM INC (AMZN) - 3.84%
#5
WINTRUST FINANCIAL CORP (WTFC) - 3.80%
BROADCOM INC (AVGO) - 3.50%
#6
DOUGLAS DYNAMICS INC (PLOW) - 3.67%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 3.41%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
LIBERTY ENERGY INC CLASS A (LBRT) - 3.34%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
PAYLOCITY HOLDING CORP (PCTY) - 3.08%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
US DOLLAR (n/a) - 3.07%
TESLA INC (TSLA) - 1.83%
#11
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.02%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
UNITED BANKSHARES INC (UBSI) - 2.99%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
JANUS INTERNATIONAL GROUP INC ORDINARY SHARES CLASS A (JBI) - 2.91%
ELI LILLY AND CO (LLY) - 1.29%
#14
ANDERSEN GROUP INC ORDINARY SHARES- CLASS A (ANDG) - 2.79%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
ARTISAN PARTNERS ASSET MANAGEMENT INC CLASS A (APAM) - 2.62%
EXXON MOBIL CORP (XOM) - 0.96%
#16
RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 2.58%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
THE MIDDLEBY CORP (MIDD) - 2.52%
VISA INC CLASS A (V) - 0.82%
#18
STANDARDAERO INC (SARO) - 2.35%
INTEL CORP (INTC) - 0.78%
#19
THE TORO CO (TTC) - 2.26%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
REMITLY GLOBAL INC (RELY) - 2.25%
WALMART INC (WMT) - 0.76%
#21
HILLMAN SOLUTIONS CORP SHS (HLMN) - 2.15%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
FACTSET RESEARCH SYSTEMS INC (FDS) - 2.15%
CATERPILLAR INC (CAT) - 0.65%
#23
APTARGROUP INC (ATR) - 2.03%
ORACLE CORP (ORCL) - 0.64%
#24
SHIFT4 PAYMENTS INC CLASS A (FOUR) - 1.94%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
MONARCH CASINO & RESORT INC (MCRI) - 1.77%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings49505

SMLL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMLL
+1.82%
SPY
+0.48%
3M
SMLL
+8.98%
Winner
SPY
+11.67%
6M
SMLL
+1.48%
Winner
SPY
+9.42%
1Y
SMLL
+0.17%
Winner
SPY
+24.27%
5Y(CAGR)
SMLL
N/A
SPY
+13.36%
10Y(CAGR)
SMLL
N/A
SPY
+15.42%
Max(CAGR)
SMLL
+4.42%
Winner
SPY
+8.49%

SMLL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMLLSPY
2026+4.23%+8.88%
2025-6.13%+18.00%
2024+10.75%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SMLL vs SPY Drawdown Comparison

The maximum drawdown for SMLL was -23.56%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SMLL drawdown is -9.50%. The current SPY drawdown is -2.35%.

RankSMLLSPY
#1-23.56%
Feb 18, 2025 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.09%
Dec 3, 2024 - Jan 28, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.51%
Nov 11, 2024 - Nov 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.64%
Aug 30, 2024 - Sep 13, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.61%
Oct 16, 2024 - Nov 6, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.01%
Sep 20, 2024 - Oct 16, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.80%
Jan 30, 2025 - Feb 5, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.68%
Feb 10, 2025 - Feb 18, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.87%
Feb 5, 2025 - Feb 10, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.20%
Nov 25, 2024 - Dec 3, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.12%
Jan 28, 2025 - Jan 30, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.04%
Sep 17, 2024 - Sep 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMLL and SPY is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Dividend Comparison (1999 - 2026)

SMLL vs SPY dividend yield comparison.

YearSMLLSPY
20260.00%0.24%
20252.37%1.07%
20240.52%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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