Compare · 4 funds side by side · dividends reinvested

SQLV, SFLO, VO and IJR

SQLVFranklin Templeton×SFLOVictoryShares×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,089SQLV · best of the four

02 / 04

SQLV, SFLO, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.4

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.88%+32.5%+39.6%[…][…]−8.2%17.6%$874M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · SFLO 2023 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

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

VOMeasureSQLV

+13.6%Year to dateJan 1 → Nov 9+23.7%

+15.6%1 yearTotal return+29.4%

+18.8%3 years · per year$10,000 became $16,763 · $15,678+16.2%

+6.8%5 years · per year$10,000 became $13,867 · $14,089+7.1%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.35%Trailing 12-mo yield$135 · $102 a year on $10k1.02%

−8.2%Worst dropSmaller is better−7.7%

13.1%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SQLV: Top 5 Holdings

Today

5.3%in top 5

SQLV

in top 54.9%

VOStockSQLV

not top 5DXC1.3%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs SQLV Returns, Every Period

VanguardVO

+6.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VOSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs IJR

YTD

VanguardVO

+13.6%

IJRiShares

+18.9%

+13.6%Year to date+18.9%

−8.2%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y16.4%

1.4%Yield1.2%

$103BAssets$104B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SFLO, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SFLO0.53%$53

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, SFLO, VO, IJR

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

SQLV1.02%$102

SFLO0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

SFLO$88 − $53 = $35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, SFLO, VO, IJR

Today

16.1%most shared, SQLV and SFLO

SQLVSFLOVOIJR

SQLV—16.1%0.0%15.2%

SFLO16.1%—0.1%12.1%

VO0.0%0.1%—0.0%

IJR15.2%12.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.6%SFLO, at 17.6% volatility

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

SFLOWorst drop−8.2%17.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSFLO

+13.6%Year to date+32.5%

1.4%Yield0.9%

+15.6%Past year+39.6%

0.03%Fee0.53%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026