Compare · 4 funds side by side · dividends reinvested

FDLS, SCHD, VO and VIG

FDLSInspire×SCHDSchwab×VOVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

FDLS, SCHD, VO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$243M3.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDLS 2022 · SCHD 2011 · VO 2004 · VIG 2006

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 · $120B$16,267

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

FDLSMeasureSCHD

+10.3%Year to dateJan 1 → Nov 6+31.4%

+12.7%1 yearTotal return+37.0%

+19.2%3 years · per year$10,000 became $16,927 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

0.90%Trailing 12-mo yield$90 · $300 a year on $10k3.00%

−10.8%Worst dropSmaller is better−6.9%

17.1%VolatilityLower is calmer11.7%

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

0–7SCHD 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 SCHD: Top 5 Holdings

Today

FDLS

6.4%in top 5

SCHD

in top 521.4%

FDLSStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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 common2.4%

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

FDLS vs SCHD Returns, Every Period

InspireFDLS

+12.7%

past year

SCHDSchwab

+37.0%

past year

FDLSSCHDFaded: behind in that period

0–3SCHD wins

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

Stocks vs Income: FDLS vs SCHD

YTD

InspireFDLS

+10.3%

SCHDSchwab

+31.4%

+10.3%Year to date+31.4%

−10.8%Worst drop · 1Y−6.9%

17.1%Volatility · 1Y11.7%

0.9%Yield3.0%

$243MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDLS, SCHD, VO, VIG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

SCHD0.06%$6

FDLS0.66%$66

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

Yields: FDLS, SCHD, VO, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

VO1.39%$139

FDLS0.90%$90

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

VO$139 − $3 = $136

FDLS$90 − $66 = $24

KeptFee

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

Overlap: FDLS, SCHD, VO, VIG

Today

14.5%most shared, SCHD and VIG

FDLSSCHDVOVIG

FDLS—2.4%3.7%1.2%

SCHD2.4%—6.9%14.5%

VO3.7%6.9%—13.5%

VIG1.2%14.5%13.5%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

FDLSWorst drop−10.8%17.1% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026