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SQLVRoyce Quant Small-Cap Quality Value ETF

Grow my money#2105 of 2944 for Grow my money

Seeks to achieve long-term growth of capital.

Franklin Templeton Investments · Since 2017 (8 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$24M

#3971 out of 5,332 ETFs

Dividend Yield

1.11%

Track Record

8 years

#1624 out of 5,332 ETFs

Performance

1 Year

+34.7%

3 Years

+13.8%

5 Years

+7.0%

What's inside

Asset class
Strategy
active selection
Cap
small
Factor
multifactor

Asset allocation

Stocks
99.7%
Cash
0.3%

Sector breakdown

Healthcare
18.4%
Financial Services
18.1%
Consumer Cyclical
15.2%
Technology
14.7%
Industrials
10.7%
Consumer Defensive
8.3%
Energy
5.1%
Basic Materials
4.6%
Other
5.0%

Top holdings

Fresh Del Monte Produce IncFDP0.9%
Victory Capital Holdings Inc Class AVCTR0.9%
Adeia IncADEA0.9%
Federated Hermes Inc Class BFHI0.8%
LCI Industries IncLCII0.8%
Bath & Body Works IncBBWI0.8%
Envista Holdings Corp Ordinary SharesNVST0.7%
Crescent Energy Co Class ACRGY0.7%
Tri Pointe Homes IncTPH0.7%

Risk profile

Volatility (1Y)

18.5%

Moderate

Max drawdown

-48.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.57

Decent risk-adjusted returns

Sortino (3Y)

0.86

Moderate downside risk

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Data updated on 2026-05-05