Compare · 3 funds side by side · dividends reinvested

FDLS, VIG and SCHD

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

02 / 04

FDLS, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$252M2.6

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 · VIG 2006 · SCHD 2011

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 SCHD

YTD

InspireFDLS

+16.0%

SCHDSchwab

+35.3%

+16.0%Year to date+35.3%

−9.5%Worst drop · 1Y−6.9%

16.5%Volatility · 1Y11.5%

0.9%Yield2.9%

$252MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDLS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FDLS0.66%$66

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

Yields: FDLS, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

FDLS0.86%$86

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

FDLS$86 − $66 = $20

KeptFee

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

Overlap: FDLS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FDLSVIGSCHD

FDLS—1.3%2.5%

VIG1.3%—14.5%

SCHD2.5%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% 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

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026