Compare · 3 funds side by side · dividends reinvested

FDLS, IWF and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

FDLS, IWF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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 · IWF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FDLSMeasureVIG

+10.3%Year to dateJan 1 → Nov 6+12.1%

+12.7%1 yearTotal return+14.3%

+19.2%3 years · per year$10,000 became $16,927 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

0.90%Trailing 12-mo yield$90 · $150 a year on $10k1.50%

−10.8%Worst dropSmaller is better−7.9%

17.1%VolatilityLower is calmer10.8%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

FDLS

6.4%in top 5

VIG

in top 522.1%

FDLSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common1.2%

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

FDLS vs VIG Returns, Every Period

InspireFDLS

+12.7%

past year

VIGVanguard

+14.3%

past year

FDLSVIGFaded: behind in that period

1–2VIG wins

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

Stocks vs Income: FDLS vs VIG

YTD

InspireFDLS

+10.3%

VIGVanguard

+12.1%

+10.3%Year to date+12.1%

−10.8%Worst drop · 1Y−7.9%

17.1%Volatility · 1Y10.8%

0.9%Yield1.5%

$256MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: FDLS, IWF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

FDLS0.66%$66

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

Yields: FDLS, IWF, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

FDLS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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

Overlap: FDLS, IWF, VIG

Today

32.8%most shared, IWF and VIG

FDLSIWFVIG

FDLS—1.9%1.2%

IWF1.9%—32.8%

VIG1.2%32.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FDLSWorst drop−10.8%17.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VIGFDLS

+12.1%Year to date+10.3%

1.5%Yield0.9%

+14.3%Past year+12.7%

0.04%Fee0.66%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026