Compare · 2 funds side by side · dividends reinvested

FDLS and VIG

FDLSInspire×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

FDLS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$252M1.7

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

FDLSMeasureVIG

+16.0%Year to dateJan 1 → Nov 4+16.4%

+19.2%1 yearTotal return+18.9%

+22.1%3 years · per year$10,000 became $18,222 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

0.86%Trailing 12-mo yield$86 · $144 a year on $10k1.44%

−9.5%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.2%

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

2–5VIG 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 VIG: Top 5 Holdings

Today

FDLS

6.0%in top 5

VIG

in top 522.1%

FDLSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common1.3%

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

FDLS vs VIG Returns, Every Period

InspireFDLS

+19.2%

past year

VIGVanguard

+18.9%

past year

FDLSVIGFaded: behind in that period

2–1FDLS wins

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

Stocks vs Income: FDLS vs VIG

YTD

InspireFDLS

+16.0%

VIGVanguard

+16.4%

+16.0%Year to date+16.4%

−9.5%Worst drop · 1Y−7.9%

16.5%Volatility · 1Y10.2%

0.9%Yield1.4%

$252MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: FDLS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDLS0.66%$66

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

Yields: FDLS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FDLS0.86%$86

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FDLS$86 − $66 = $20

KeptFee

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

Overlap: FDLS, VIG

Today

1.3%most shared, FDLS and VIG

FDLSVIG

FDLS—1.3%

VIG1.3%—

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

Return vs Bumpiness: 2 ETFs

+19.2%FDLS, at 16.5% volatility

VIGWorst drop−7.9%10.2% 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

VIGFDLS

+16.4%Year to date+16.0%

1.4%Yield0.9%

+18.9%Past year+19.2%

0.04%Fee0.66%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026