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$15,441IWF · 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%1.39%+8.6%+10.5%+13.7%+7.2%−6.5%9.1%$23.7B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$243M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 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 · $243M[…]

FDLS

USMV

iShares MSCI USA Min Vol Factor ETF · $23.7B$14,154

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

FDLSMeasureUSMV

+10.3%Year to dateJan 1 → Nov 6+8.6%

+12.7%1 yearTotal return+10.5%

+19.2%3 years · per year$10,000 became $16,927 · $14,709+13.7%

[…]5 years · per year$10,000 became […] · $14,154+7.2%

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

0.90%Trailing 12-mo yield$90 · $139 a year on $10k1.39%

−10.8%Worst dropSmaller is better−6.5%

17.1%VolatilityLower is calmer9.1%

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

3–4USMV 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 USMV: Top 5 Holdings

Today

FDLS

6.4%in top 5

USMV

in top 58.0%

FDLSStockUSMV

not top 5MSFT1.6%

not top 5MCK1.6%

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5CB1.6%

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 common1.1%

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

FDLS vs USMV Returns, Every Period

InspireFDLS

+12.7%

past year

USMViShares

+10.5%

past year

FDLSUSMVFaded: behind in that period

3–0FDLS wins

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

FDLS vs USMV

YTD

InspireFDLS

+10.3%

USMViShares

+8.6%

+10.3%Year to date+8.6%

−10.8%Worst drop · 1Y−6.5%

17.1%Volatility · 1Y9.1%

0.9%Yield1.4%

$243MAssets$23.7B

3–1USMV wins

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

Yields: FDLS, USMV, IWF

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

FDLS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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

Overlap: FDLS, USMV, IWF

Today

22.0%most shared, USMV and IWF

FDLSUSMVIWF

FDLS—1.1%1.9%

USMV1.1%—22.0%

IWF1.9%22.0%—

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

Return vs Bumpiness: 3 ETFs

+12.7%FDLS, at 17.1% volatility

USMVWorst drop−6.5%9.1% vol

FDLSWorst drop−10.8%17.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

USMVFDLS

+8.6%Year to date+10.3%

1.4%Yield0.9%

+10.5%Past year+12.7%

0.15%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026