Compare DFSV and SFLO

DFSV and SFLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+21.0%+27.4%+20.3%[…]−9.4%14.7%$28.0B1.4

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.73%+35.1%+39.9%[…][…]−8.2%17.2%$895M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFSV 1993 · SFLO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

DFSV

SFLO

VictoryShares Small Cap Free Cash Flow ETF · $895M[…]

$10,000 five years ago, dividends reinvested · they hold 11.2% in common

DFSVMeasureSFLO

+21.0%Year to dateJan 1 → Nov 3+35.1%

+27.4%1 yearTotal return+39.9%

+20.3%3 years · per year$10,000 became $17,428 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $53 a year on $10k · lower is better0.53%

1.38%Trailing 12-mo yield$138 · $73 a year on $10k0.73%

−9.4%Worst dropSmaller is better−8.2%

14.7%VolatilityLower is calmer17.2%

DFSVSFLO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSV vs SFLO: Top 5 Holdings

Today

DFSV

3.6%in top 5

SFLO

in top 57.2%

DFSVStockSFLO

not top 5OSCR1.6%

not top 5GDDY1.5%

not top 5LYFT1.5%

not top 5PINS1.3%

not top 5CHRD1.3%

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%DINOnot top 5

0.7%ARWnot top 5

0.7%IVZnot top 5

Held in common11.2%

End-of-day Nov 3, 2026 · share of each fund

DFSV vs SFLO Returns, Every Period

1Y

DimensionalDFSV

+27.4%

past year

SFLOVictoryShares

+39.9%

past year

DFSVSFLOFaded: behind in that period

0–2SFLO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFSV vs SFLO

YTD

DimensionalDFSV

+21.0%

SFLOVictoryShares

+35.1%

+21.0%Year to date+35.1%

−9.4%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y17.2%

1.4%Yield0.7%

$28.0BAssets$895M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSV, SFLO

Today

0.31%lowest, DFSV

FundExpense ratioFee$10k

DFSV0.31%$31

SFLO0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFSV, SFLO

1Y

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

SFLO0.73%$73

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, DFSV

DFSV$138 − $31 = $107

SFLO$73 − $53 = $20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFSV, SFLO

Today

11.2%most shared, DFSV and SFLO

DFSVSFLO

DFSV—11.2%

SFLO11.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+39.9%SFLO, at 17.2% volatility

DFSVWorst drop−9.4%14.7% vol

SFLOWorst drop−8.2%17.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVSFLO

+21.0%Year to date+35.1%

1.4%Yield0.7%

+27.4%Past year+39.9%

0.31%Fee0.53%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026