Compare · 3 funds side by side · dividends reinvested

FDLS, USMV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

FDLS, USMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.5B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$253M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

Rank among the three1st → 3rdFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $253M[…]

FDLS

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

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

FDLSMeasureUSMV

+16.0%Year to dateJan 1 → Nov 4+12.1%

+19.2%1 yearTotal return+14.3%

+22.1%3 years · per year$10,000 became $18,222 · $15,388+15.5%

[…]5 years · per year$10,000 became […] · $14,754+8.1%

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

0.86%Trailing 12-mo yield$86 · $135 a year on $10k1.35%

−9.5%Worst dropSmaller is better−6.5%

16.5%VolatilityLower is calmer8.7%

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

+19.2%

past year

USMViShares

+14.3%

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

+16.0%

USMViShares

+12.1%

+16.0%Year to date+12.1%

−9.5%Worst drop · 1Y−6.5%

16.5%Volatility · 1Y8.7%

0.9%Yield1.3%

$253MAssets$24.5B

3–1USMV wins

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

Cost, Income and Risk

Fees: FDLS, USMV, IWF

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

IWF0.18%$18

FDLS0.66%$66

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

Yields: FDLS, USMV, IWF

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

FDLS0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

FDLS$86 − $66 = $20

IWF$37 − $18 = $19

KeptFee

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

Overlap: FDLS, USMV, IWF

Today

22.9%most shared, USMV and IWF

FDLSUSMVIWF

FDLS—1.2%2.1%

USMV1.2%—22.9%

IWF2.1%22.9%—

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

Return vs Bumpiness: 3 ETFs

+19.2%FDLS, at 16.5% volatility

USMVWorst drop−6.5%8.7% vol

FDLSWorst drop−9.5%16.5% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

USMVFDLS

+12.1%Year to date+16.0%

1.3%Yield0.9%

+14.3%Past year+19.2%

0.15%Fee0.66%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026