Compare · 4 funds side by side · dividends reinvested

FDLS, SPYM, VUG and IVV

FDLSInspire×SPYMSPDR×VUGVanguard×IVViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

FDLS, SPYM, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.1

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.6%+17.9%+19.9%[…]−10.8%17.3%$252M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDLS 2022 · SPYM 2005 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

More Ways to See the Pairs

IVV vs FDLS: Top 5 Holdings

Today

IVV

26.9%in top 5

FDLS

in top 57.0%

IVVStockFDLS

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: FDLS, SPYM, VUG, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

IVV0.03%$3

FDLS0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

FDLS

Inspire Fidelis Multi Factor ETF · $252M[…]

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IVVMeasureFDLS

+12.3%Year to dateJan 1 → Nov 11+15.6%

+12.7%1 yearTotal return+17.9%

+21.9%3 years · per year$10,000 became $18,122 · $17,256+19.9%

+11.9%5 years · per year$10,000 became $17,530 · […][…]

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

1.10%Trailing 12-mo yield$110 · $86 a year on $10k0.86%

−8.9%Worst dropSmaller is better−10.8%

13.7%VolatilityLower is calmer17.3%

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

5–2IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TLS1.9%

not top 5FLYW1.3%

not top 5VCTR1.3%

not top 5ACIW1.2%

not top 5CON1.2%

Held in common2.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs FDLS Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

FDLSInspire

+17.9%

past year

IVVFDLSFaded: behind in that period

1–2FDLS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IVV vs SPYM

YTD

iSharesIVV

+12.3%

SPYMSPDR

+12.4%

+12.3%Year to date+12.4%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.1%Yield1.0%

$872BAssets$183B

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FDLS, SPYM, VUG, IVV

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPYM1.02%$102

FDLS0.86%$86

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

VUG$41 − $3 = $38

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDLS, SPYM, VUG, IVV

Today

99.9%most shared, SPYM and IVV

FDLSSPYMVUGIVV

FDLS—2.0%1.9%2.0%

SPYM2.0%—55.0%99.9%

VUG1.9%55.0%—55.0%

IVV2.0%99.9%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.9%FDLS, at 17.3% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

FDLSWorst drop−10.8%17.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVFDLS

+12.3%Year to date+15.6%

1.1%Yield0.9%

+12.7%Past year+17.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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FDLS, SPYM, VUG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four