Compare · 4 funds side by side · dividends reinvested

FDLS, IVV, IWF and VUG

FDLSInspire×IVViShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

FDLS, IVV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$256M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FDLS 2022 · IVV 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FDLSMeasureIVV

+16.0%Year to dateJan 1 → Nov 5+8.4%

+19.2%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,222 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $114 a year on $10k1.14%

−9.5%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

2–4IVV wins

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

More Ways to See the Pairs

FDLS vs IVV: Top 5 Holdings

Today

FDLS

6.2%in top 5

IVV

in top 527.7%

FDLSStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.3%RELYnot top 5

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%TLSnot top 5

1.2%OMCLnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

FDLS vs IVV Returns, Every Period

InspireFDLS

+19.2%

past year

IVViShares

+9.7%

past year

FDLSIVVFaded: behind in that period

2–0FDLS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FDLS vs IVV

YTD

InspireFDLS

+16.0%

IVViShares

+8.4%

+16.0%Year to date+8.4%

−9.5%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.6%

0.9%Yield1.1%

$256MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, IVV, IWF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWF0.18%$18

FDLS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDLS, IVV, IWF, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

FDLS0.86%$86

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$43 − $3 = $40

IWF$39 − $18 = $21

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDLS, IVV, IWF, VUG

Today

78.0%most shared, IWF and VUG

FDLSIVVIWFVUG

FDLS—2.0%2.0%2.0%

IVV2.0%—56.4%55.4%

IWF2.0%56.4%—78.0%

VUG2.0%55.4%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.2%FDLS, at 16.5% volatility

IVVWorst drop−8.9%13.6% vol

FDLSWorst drop−9.5%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFDLS

+8.4%Year to date+16.0%

1.1%Yield0.9%

+9.7%Past year+19.2%

0.03%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026