IWN vs SFLO

AIWN

BSFLO

Measures won3–1IWN wins · of 6 · 5Y

$10,000 · 5Y$14,665IWN

Lowest cost0.24%IWN · $24 on $10k

Most income1.49%IWN · $149 on $10k

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

Held in common7.1%IWN and SFLO

IWN

SFLO

iShares Russell 2000 Value ETF · $14.3BVictoryShares Small Cap Free Cash Flow ETF · $894M

+22.1%3 years · per year$18,224 · […][…]

+8.0%5 years · per year$14,665 · […][…]

0.24%Expense ratio$24 · $53 on $10k · lower wins0.53%

1.49%12-mo yield$149 · $72 on $10k0.72%

−8.5%Worst dropSmaller wins−8.2%

15.6%VolatilityLower wins17.2%

3–1IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · SFLO

0.6%SM1.0%

0.3%INSW0.8%

0.3%CRGY0.9%

0.3%CRC0.6%

Held in common7.1%

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
1	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B
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
1	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B
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

IWN vs SFLO

IWN

iShares Russell 2000 Value

$14,665

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureIWNSFLO

Fee0.24%0.53%

Cost on $10k a year$24$53

Yield1.49%0.72%

5 years, per year+8.0%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.5%−8.2%

Volatility · 1Y15.6%17.2%

3–1measures won
IWN first

7.1%

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: IWN, SFLO

Today

7.1%most shared, IWN and SFLO

IWNSFLO

IWN—7.1%

SFLO7.1%—

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

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

SFLO$72 − $53 = $19

KeptFee

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