Compare · 4 funds side by side · dividends reinvested

FDLS, SCHD, IWF and VTV

FDLSInspire×SCHDSchwab×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

FDLS, SCHD, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDLS 2022 · SCHD 2011 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $243M[…]

FDLS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FDLSMeasureSCHD

+14.2%Year to dateJan 1 → Nov 9+33.2%

+18.7%1 yearTotal return+39.1%

+20.0%3 years · per year$10,000 became $17,264 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

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

0.87%Trailing 12-mo yield$87 · $296 a year on $10k2.96%

−10.8%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs SCHD: Top 5 Holdings

Today

FDLS

6.4%in top 5

SCHD

in top 521.4%

FDLSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.3%FLYWnot top 5

1.3%CONnot top 5

1.3%PACSnot top 5

1.3%BEKEnot top 5

1.3%ACIWnot top 5

Held in common2.4%

End-of-day Nov 9, 2026 · share of each fund

FDLS vs SCHD Returns, Every Period

InspireFDLS

+18.7%

past year

SCHDSchwab

+39.1%

past year

FDLSSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FDLS vs SCHD

YTD

InspireFDLS

+14.2%

SCHDSchwab

+33.2%

+14.2%Year to date+33.2%

−10.8%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.8%

0.9%Yield3.0%

$243MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, SCHD, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

IWF0.18%$18

FDLS0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDLS, SCHD, IWF, VTV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VTV1.83%$183

FDLS0.87%$87

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDLS, SCHD, IWF, VTV

Today

17.9%most shared, SCHD and VTV

FDLSSCHDIWFVTV

FDLS—2.4%1.9%1.5%

SCHD2.4%—3.6%17.9%

IWF1.9%3.6%—11.8%

VTV1.5%17.9%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

FDLSWorst drop−10.8%17.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.2%Year to date+20.9%

3.0%Yield1.8%

+39.1%Past year+25.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026