Compare · 4 funds side by side · dividends reinvested

FDLS, SPY, VUG and IVV

FDLSInspire×SPYSPDR×VUGVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

FDLS, SPY, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

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%$853B2.0

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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 · SPY 1993 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

FDLS

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

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

IVVMeasureFDLS

+8.7%Year to dateJan 1 → Nov 9+14.2%

+9.8%1 yearTotal return+18.7%

+21.8%3 years · per year$10,000 became $18,084 · $17,264+20.0%

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

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.14%Trailing 12-mo yield$114 · $87 a year on $10k0.87%

−8.9%Worst dropSmaller is better−10.8%

13.6%VolatilityLower is calmer17.4%

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

5–2IVV wins

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

More Ways to See the Pairs

IVV vs FDLS: Top 5 Holdings

Today

IVV

27.8%in top 5

FDLS

in top 56.4%

IVVStockFDLS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5FLYW1.3%

not top 5PACS1.3%

not top 5CON1.3%

not top 5GCT1.3%

not top 5BEKE1.3%

Held in common1.9%

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

IVV vs FDLS Returns, Every Period

iSharesIVV

+9.8%

past year

FDLSInspire

+18.7%

past year

IVVFDLSFaded: behind in that period

1–2FDLS wins

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

IVV vs SPY

YTD

iSharesIVV

+8.7%

SPYSPDR

+11.2%

+8.7%Year to date+11.2%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.7%

1.1%Yield1.0%

$853BAssets$778B

2–1IVV wins

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

Cost, Income and Risk

Fees: FDLS, SPY, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SPY0.09%$9

FDLS0.66%$66

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

Yields: FDLS, SPY, VUG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.01%$101

FDLS0.87%$87

VUG0.41%$41

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$101 − $9 = $92

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

KeptFee

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

Overlap: FDLS, SPY, VUG, IVV

Today

99.9%most shared, SPY and IVV

FDLSSPYVUGIVV

FDLS—1.9%1.8%1.9%

SPY1.9%—54.8%99.9%

VUG1.8%54.8%—54.8%

IVV1.9%99.9%54.8%—

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

Return vs Bumpiness: 4 ETFs

+18.7%FDLS, at 17.4% volatility

IVVWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.7% vol

FDLSWorst drop−10.8%17.4% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVFDLS

+8.7%Year to date+14.2%

1.1%Yield0.9%

+9.8%Past year+18.7%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026