Compare · 2 funds side by side · dividends reinvested

XJR and SFLO

XJRiShares×SFLOVictoryShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,324XJR · best of the two

02 / 04

XJR and SFLO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.94%+17.6%+20.5%+18.9%+5.9%−10.2%16.4%$214M1.4

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: XJR 2020 · SFLO 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $214M$13,324

XJR

SFLO

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

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

XJRMeasureSFLO

+17.6%Year to dateJan 1 → Nov 3+35.1%

+20.5%1 yearTotal return+39.9%

+18.9%3 years · per year$10,000 became $16,823 · […][…]

+5.9%5 years · per year$10,000 became $13,324 · […][…]

0.12%Expense ratio$12 · $53 a year on $10k · lower is better0.53%

0.94%Trailing 12-mo yield$94 · $73 a year on $10k0.73%

−10.2%Worst dropSmaller is better−8.2%

16.4%VolatilityLower is calmer17.2%

XJRSFLO 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

XJR vs SFLO: Top 5 Holdings

Today

XJR

3.5%in top 5

SFLO

in top 57.2%

XJRStockSFLO

not top 5OSCR1.6%

not top 5GDDY1.5%

not top 5LYFT1.5%

not top 5PINS1.3%

not top 5CHRD1.3%

0.9%GKOSnot top 5

0.7%VSATnot top 5

0.7%PAYCnot top 5

0.6%MTCHnot top 5

0.6%PTGXnot top 5

Held in common10.2%

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

XJR vs SFLO Returns, Every Period

iSharesXJR

+20.5%

past year

SFLOVictoryShares

+39.9%

past year

XJRSFLOFaded: behind in that period

0–2SFLO wins

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

XJR vs SFLO

YTD

iSharesXJR

+17.6%

SFLOVictoryShares

+35.1%

+17.6%Year to date+35.1%

−10.2%Worst drop · 1Y−8.2%

16.4%Volatility · 1Y17.2%

0.9%Yield0.7%

$214MAssets$895M

2–2level

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

Cost, Income and Risk

Fees: XJR, SFLO

Today

0.12%lowest, XJR

FundExpense ratioFee$10k

XJR0.12%$12

SFLO0.53%$53

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

Yields: XJR, SFLO

0.94%highest, XJR

FundTrailing yieldYield$10k

XJR0.94%$94

SFLO0.73%$73

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

Income After Fees on $10,000

$82most kept, XJR

XJR$94 − $12 = $82

SFLO$73 − $53 = $20

KeptFee

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

Overlap: XJR, SFLO

Today

10.2%most shared, XJR and SFLO

XJRSFLO

XJR—10.2%

SFLO10.2%—

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

Return vs Bumpiness: 2 ETFs

+39.9%SFLO, at 17.2% volatility

XJRWorst drop−10.2%16.4% 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

XJRSFLO

+17.6%Year to date+35.1%

0.9%Yield0.7%

+20.5%Past year+39.9%

0.12%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