Compare · 3 funds side by side · dividends reinvested

FDLS, IJR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FDLS, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.5

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDLS 2022 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $256M[…]

FDLS

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

FDLSMeasureIJR

+10.3%Year to dateJan 1 → Nov 6+15.5%

+12.7%1 yearTotal return+17.6%

+19.2%3 years · per year$10,000 became $16,927 · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.90%Trailing 12-mo yield$90 · $124 a year on $10k1.24%

−10.8%Worst dropSmaller is better−9.7%

17.1%VolatilityLower is calmer16.2%

FDLSIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs IJR: Top 5 Holdings

Today

FDLS

6.4%in top 5

IJR

in top 52.6%

FDLSStockIJR

1.3%FLYWnot top 5

1.3%PACSnot top 5

1.3%CONnot top 5

1.3%GCTnot top 5

1.3%BEKEnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common3.8%

End-of-day Nov 6, 2026 · share of each fund

FDLS vs IJR Returns, Every Period

InspireFDLS

+12.7%

past year

IJRiShares

+17.6%

past year

FDLSIJRFaded: behind in that period

1–2IJR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDLS vs IJR

YTD

InspireFDLS

+10.3%

IJRiShares

+15.5%

+10.3%Year to date+15.5%

−10.8%Worst drop · 1Y−9.7%

17.1%Volatility · 1Y16.2%

0.9%Yield1.2%

$256MAssets$104B

4–0IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

FDLS0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDLS, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

FDLS0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDLS, IJR, VUG

Today

3.8%most shared, FDLS and IJR

FDLSIJRVUG

FDLS—3.8%1.8%

IJR3.8%—0.0%

VUG1.8%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% vol

FDLSWorst drop−10.8%17.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRFDLS

+15.5%Year to date+10.3%

1.2%Yield0.9%

+17.6%Past year+12.7%

0.06%Fee0.66%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026