Compare · 4 funds side by side · dividends reinvested

SQLV, SFLO, IWF and IJR

SQLVFranklin Templeton×SFLOVictoryShares×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

SQLV, SFLO, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.1

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.75%+32.0%+38.8%[…][…]−8.2%17.5%$894M2.2

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · SFLO 2023 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

SQLVMeasureIJR

+22.6%Year to dateJan 1 → Nov 5+15.4%

+28.3%1 yearTotal return+19.4%

+16.8%3 years · per year$10,000 became $15,951 · $16,200+17.4%

+7.5%5 years · per year$10,000 became $14,355 · $13,136+5.6%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $124 a year on $10k1.24%

−7.7%Worst dropSmaller is better−9.7%

16.5%VolatilityLower is calmer16.3%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.5%in top 5

IJR

in top 52.7%

SQLVStockIJR

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common15.3%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

IJRiShares

+5.6%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+22.6%

IJRiShares

+15.4%

+22.6%Year to date+15.4%

−7.7%Worst drop · 1Y−9.7%

16.5%Volatility · 1Y16.3%

1.0%Yield1.2%

$41.0MAssets$108B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SFLO, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SFLO0.53%$53

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, SFLO, IWF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.03%$103

SFLO0.75%$75

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

SFLO$75 − $53 = $22

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, SFLO, IWF, IJR

Today

16.4%most shared, SQLV and SFLO

SQLVSFLOIWFIJR

SQLV—16.4%0.0%15.3%

SFLO16.4%—0.2%12.1%

IWF0.0%0.2%—0.1%

IJR15.3%12.1%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.8%SFLO, at 17.5% volatility

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

SFLOWorst drop−8.2%17.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSFLO

+15.4%Year to date+32.0%

1.2%Yield0.8%

+19.4%Past year+38.8%

0.06%Fee0.53%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026