Compare · 4 funds side by side · dividends reinvested

FDLS, IVV, VO and VUG

FDLSInspire×IVViShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

FDLS, IVV, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · IVV 2000 · VO 2004 · 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$17,177

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FDLSMeasureIVV

+10.3%Year to dateJan 1 → Nov 6+8.7%

+12.7%1 yearTotal return+9.8%

+19.2%3 years · per year$10,000 became $16,927 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

0.90%Trailing 12-mo yield$90 · $114 a year on $10k1.14%

−10.8%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer13.6%

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

2–5IVV 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 IVV: Top 5 Holdings

Today

FDLS

6.4%in top 5

IVV

in top 527.8%

FDLSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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

Held in common1.9%

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

FDLS vs IVV Returns, Every Period

InspireFDLS

+12.7%

past year

IVViShares

+9.8%

past year

FDLSIVVFaded: behind in that period

2–1FDLS wins

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

FDLS vs VO

YTD

InspireFDLS

+10.3%

VOVanguard

+10.6%

+10.3%Year to date+10.6%

−10.8%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y12.9%

0.9%Yield1.4%

$256MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: FDLS, IVV, VO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VO0.03%$3

VUG0.03%$3

FDLS0.66%$66

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

Yields: FDLS, IVV, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

FDLS0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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

Overlap: FDLS, IVV, VO, VUG

Today

54.8%most shared, IVV and VUG

FDLSIVVVOVUG

FDLS—1.9%3.7%1.8%

IVV1.9%—16.2%54.8%

VO3.7%16.2%—10.2%

VUG1.8%54.8%10.2%—

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

Return vs Bumpiness: 4 ETFs

+12.7%FDLS, at 17.1% volatility

VOWorst drop−8.2%12.9% vol

IVVWorst drop−8.9%13.6% 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

VOFDLS

+10.6%Year to date+10.3%

1.4%Yield0.9%

+11.6%Past year+12.7%

0.03%Fee0.66%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026