Compare · 2 funds side by side · dividends reinvested

FDLS and USMV

FDLSInspire×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

FDLS and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.4

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.2%+19.1%+21.9%[…]−9.5%16.5%$252M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FDLS 2022 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

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

FDLSMeasureUSMV

+15.2%Year to dateJan 1 → Nov 4+10.2%

+19.1%1 yearTotal return+11.9%

+21.9%3 years · per year$10,000 became $18,102 · $15,272+15.2%

[…]5 years · per year$10,000 became […] · $14,352+7.5%

0.66%Expense ratio$66 · $15 a year on $10k · lower is better0.15%

0.86%Trailing 12-mo yield$86 · $137 a year on $10k1.37%

−9.5%Worst dropSmaller is better−6.5%

16.5%VolatilityLower is calmer8.6%

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

3–4USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs USMV: Top 5 Holdings

Today

FDLS

6.0%in top 5

USMV

in top 57.8%

FDLSStockUSMV

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

1.3%TLSnot top 5

1.2%HALOnot top 5

1.2%RELYnot top 5

1.2%CTRInot top 5

1.2%ACIWnot top 5

Held in common1.2%

End-of-day Nov 4, 2026 · share of each fund

FDLS vs USMV Returns, Every Period

InspireFDLS

+19.1%

past year

USMViShares

+11.9%

past year

FDLSUSMVFaded: behind in that period

3–0FDLS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDLS vs USMV

YTD

InspireFDLS

+15.2%

USMViShares

+10.2%

+15.2%Year to date+10.2%

−9.5%Worst drop · 1Y−6.5%

16.5%Volatility · 1Y8.6%

0.9%Yield1.4%

$252MAssets$24.1B

3–1USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

FDLS0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDLS, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

FDLS0.86%$86

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDLS, USMV

Today

1.2%most shared, FDLS and USMV

FDLSUSMV

FDLS—1.2%

USMV1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%FDLS, at 16.5% volatility

USMVWorst drop−6.5%8.6% vol

FDLSWorst drop−9.5%16.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFDLS

+10.2%Year to date+15.2%

1.4%Yield0.9%

+11.9%Past year+19.1%

0.15%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026