DFSV vs SFLO

ADFSV

BSFLO

Measures won3–1DFSV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%DFSV · $31 on $10k

Most income1.37%DFSV · $137 on $10k

Smallest drop−8.2%SFLO · worst fall in 1Y

Held in common11.1%DFSV and SFLO

DFSV

SFLO

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3BVictoryShares Small Cap Free Cash Flow ETF · $894M

+20.4%3 years · per year$17,471 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $53 on $10k · lower wins0.53%

1.37%12-mo yield$137 · $72 on $10k0.72%

−9.4%Worst dropSmaller wins−8.2%

14.7%VolatilityLower wins17.2%

3–1DFSV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFSV · SFLO

0.5%DAR0.5%

0.5%OSK0.5%

0.5%UHS0.6%

0.4%MTDR0.6%

Held in common11.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B
2	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk		0.53%	0.72%	+1.4%	+37.0%	+41.4%	new	new	−8.2%	$894M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B
2	BSFLO	VictoryShares Small Cap Free Cash Flow ETFRead Desk		0.53%	0.72%	+1.4%	+37.0%	+41.4%	new	new	−8.2%	$894M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs SFLO

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureDFSVSFLO

Fee0.31%0.53%

Cost on $10k a year$31$53

Yield1.37%0.72%

5 years, per year[…][…]

3 years, per year+20.4%[…]

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y14.7%17.2%

3–1measures won
DFSV first

11.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSV, SFLO

Today

11.1%most shared, DFSV and SFLO

DFSVSFLO

DFSV—11.1%

SFLO11.1%—

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

Income After Fees on $10,000

$106most kept, DFSV

DFSV$137 − $31 = $106

SFLO$72 − $53 = $19

KeptFee

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