SMLF vs SFLO

ASMLF

BSFLO

Measures won3–1SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,794SMLF

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

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

Held in common8.2%SMLF and SFLO

SMLF

SFLO

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVictoryShares Small Cap Free Cash Flow ETF · $894M

+23.1%3 years · per year$18,634 · […][…]

+10.9%5 years · per year$16,794 · […][…]

0.15%Expense ratio$15 · $53 on $10k · lower wins0.53%

0.98%12-mo yield$98 · $72 on $10k0.72%

−8.7%Worst dropSmaller wins−8.2%

16.9%VolatilityLower wins17.2%

3–1SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · SFLO

0.3%WFRD0.5%

0.3%ETSY0.7%

0.3%HRB0.9%

0.3%DECK0.9%

Held in common8.2%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
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

SMLF vs SFLO

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

SFLO

VictoryShares Small Cap Free Cash Flow

[…]

MeasureSMLFSFLO

Fee0.15%0.53%

Cost on $10k a year$15$53

Yield0.98%0.72%

5 years, per year+10.9%[…]

3 years, per year+23.1%[…]

Worst drop · 1Y−8.7%−8.2%

Volatility · 1Y16.9%17.2%

3–1measures won
SMLF first

8.2%

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: SMLF, SFLO

Today

8.2%most shared, SMLF and SFLO

SMLFSFLO

SMLF—8.2%

SFLO8.2%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

SFLO$72 − $53 = $19

KeptFee

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