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SMLL vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMLL vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Active Small Cap ETF (SMLL) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SMLL achieves a 1.85% return, which is significantly lower than BNO's 90.47% return.


SMLL

1D
-1.27%
1M
0.05%
YTD
1.85%
6M
1.53%
1Y
-1.64%
3Y*
5Y*
10Y*

BNO

1D
1.99%
1M
-10.29%
YTD
90.47%
6M
86.00%
1Y
91.89%
3Y*
27.93%
5Y*
24.16%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMLL vs. BNO - Yearly Performance Comparison


2026 (YTD)20252024
SMLL
Harbor Active Small Cap ETF
1.85%-6.31%10.75%
BNO
United States Brent Oil Fund LP
90.47%-5.44%-2.47%

Correlation

The correlation between SMLL and BNO is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.20

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2024

-0.05

The correlation between SMLL and BNO shifts across timeframes, from -0.20 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SMLL vs. BNO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMLL
SMLL Risk / Return Rank: 88
Overall Rank
SMLL Sharpe Ratio Rank: 88
Sharpe Ratio Rank
SMLL Sortino Ratio Rank: 88
Sortino Ratio Rank
SMLL Omega Ratio Rank: 88
Omega Ratio Rank
SMLL Calmar Ratio Rank: 88
Calmar Ratio Rank
SMLL Martin Ratio Rank: 88
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 6565
Overall Rank
BNO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5656
Sortino Ratio Rank
BNO Omega Ratio Rank: 6060
Omega Ratio Rank
BNO Calmar Ratio Rank: 8888
Calmar Ratio Rank
BNO Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMLL vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Active Small Cap ETF (SMLL) and United States Brent Oil Fund LP (BNO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SMLLBNODifference
Sharpe ratioReturn per unit of total volatility

-2.32

Sortino ratioReturn per unit of downside risk

-2.74

Omega ratioGain probability vs. loss probability

1.00

1.38

-0.38

Calmar ratioReturn relative to maximum drawdown

-0.11

5.17

-5.27

Martin ratioReturn relative to average drawdown

-0.22

9.76

-9.98

SMLL vs. BNO - Sharpe Ratio Comparison

The current SMLL Sharpe Ratio is -0.09, which is lower than the BNO Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of SMLL and BNO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SMLLBNODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

2.23

-2.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.14

+0.02

Drawdowns

SMLL vs. BNO - Drawdown Comparison

The maximum SMLL drawdown since its inception was -23.56%, smaller than the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for SMLL and BNO.


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Drawdown Indicators


SMLLBNODifference

Max Drawdown

Largest peak-to-trough decline

-23.56%

-87.06%

+63.50%

Max Drawdown (1Y)

Largest decline over 1 year

-15.53%

-17.87%

+2.34%

Max Drawdown (3Y)

Largest decline over 3 years

-23.75%

Max Drawdown (5Y)

Largest decline over 5 years

-33.70%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-11.47%

-10.29%

-1.18%

Average Drawdown

Average peak-to-trough decline

-8.71%

-40.17%

+31.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.60%

9.45%

-1.85%

Volatility

SMLL vs. BNO - Volatility Comparison

The current volatility for Harbor Active Small Cap ETF (SMLL) is 4.26%, while United States Brent Oil Fund LP (BNO) has a volatility of 14.22%. This indicates that SMLL experiences smaller price fluctuations and is considered to be less risky than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMLLBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

14.22%

-9.96%

Volatility (6M)

Calculated over the trailing 6-month period

11.80%

36.10%

-24.30%

Volatility (1Y)

Calculated over the trailing 1-year period

17.46%

41.46%

-24.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.39%

35.38%

-14.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.39%

36.68%

-16.29%

SMLL vs. BNO - Expense Ratio Comparison

SMLL has a 0.80% expense ratio, which is lower than BNO's 0.90% expense ratio.


Dividends

SMLL vs. BNO - Dividend Comparison

SMLL's dividend yield for the trailing twelve months is around 2.33%, while BNO has not paid dividends to shareholders.


PositionTTM20252024
BNO
United States Brent Oil Fund LP
0.00%0.00%0.00%
SMLL
Harbor Active Small Cap ETF
2.33%2.37%0.52%

Frequently Asked Questions


SMLL and BNO have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNO has higher volatility (14.22%) compared to SMLL (4.26%). In terms of maximum drawdown, SMLL dropped -23.56% vs BNO's -87.06%.

On 1-year performance, BNO leads with 91.89% vs -1.64% for SMLL. On fees, SMLL is cheaper at 0.80% per year. On volatility, SMLL has been the lower-risk option at 4.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BNO has performed better with a 91.89% return vs -1.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SMLL is cheaper with a 0.80% expense ratio, compared with 0.90% for BNO.

SMLL has the higher dividend yield at 2.33%, compared with 0.00% for BNO.

SMLL is categorized as Small Cap Blend Equities, while BNO is Oil & Gas. They also come from different issuers: Harbor and Concierge Technologies. Their fees differ too: 0.80% for SMLL and 0.90% for BNO.

BNO currently has the higher Sharpe Ratio (2.23 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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