Compare · 4 funds side by side · dividends reinvested

SQLV, SFLO, IWF and VUG

SQLVFranklin Templeton×SFLOVictoryShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLV, SFLO, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.72%+37.0%+41.4%[…][…]−8.2%17.2%$895M1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B3.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · SFLO 2023 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

SQLV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureVUG

+27.7%Year to dateJan 1 → Nov 4+6.3%

+33.0%1 yearTotal return+3.4%

+18.7%3 years · per year$10,000 became $16,710 · $19,712+25.4%

+8.7%5 years · per year$10,000 became $15,155 · $17,153+11.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $40 a year on $10k0.40%

−7.7%Worst dropSmaller is better−16.1%

16.0%VolatilityLower is calmer18.2%

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

5–3SQLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.5%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLV vs SFLO

YTD

Franklin TempletonSQLV

+27.7%

SFLOVictoryShares

+37.0%

+27.7%Year to date+37.0%

−7.7%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y17.2%

1.0%Yield0.7%

$39.8MAssets$895M

3–1SQLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SFLO, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SFLO0.53%$53

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, SFLO, IWF, VUG

0.99%highest, SQLV

FundTrailing yieldYield$10k

SQLV0.99%$99

SFLO0.72%$72

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, SQLV

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

SFLO$72 − $53 = $19

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, SFLO, IWF, VUG

Today

77.4%most shared, IWF and VUG

SQLVSFLOIWFVUG

SQLV—16.3%0.0%0.0%

SFLO16.3%—0.2%0.0%

IWF0.0%0.2%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%SFLO, at 17.2% volatility

SQLVWorst drop−7.7%16.0% vol

SFLOWorst drop−8.2%17.2% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVSFLO

+27.7%Year to date+37.0%

1.0%Yield0.7%

+33.0%Past year+41.4%

0.60%Fee0.53%

3–1SFLO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026