Compare · 3 funds side by side · dividends reinvested

FDLS, VIG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

FDLS, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$253M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDLS 2022 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

FDLSMeasureVIG

+16.0%Year to dateJan 1 → Nov 5+12.5%

+19.2%1 yearTotal return+15.2%

+22.1%3 years · per year$10,000 became $18,222 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

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

0.86%Trailing 12-mo yield$86 · $149 a year on $10k1.49%

−9.5%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.8%

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

3–4VIG wins

End-of-day Nov 5, 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

6.2%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%RELYnot top 5

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%TLSnot top 5

1.2%OMCLnot top 5

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

FDLS vs VIG Returns, Every Period

InspireFDLS

+19.2%

past year

VIGVanguard

+15.2%

past year

FDLSVIGFaded: behind in that period

3–0FDLS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDLS vs VTV

YTD

InspireFDLS

+16.0%

VTVVanguard

+19.0%

+16.0%Year to date+19.0%

−9.5%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.7%

0.9%Yield1.9%

$253MAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

FDLS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDLS, VIG, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VIG1.49%$149

FDLS0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VIG$149 − $4 = $145

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDLS, VIG, VTV

Today

51.5%most shared, VIG and VTV

FDLSVIGVTV

FDLS—1.3%1.5%

VIG1.3%—51.5%

VTV1.5%51.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

FDLSWorst drop−9.5%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVFDLS

+19.0%Year to date+16.0%

1.9%Yield0.9%

+24.0%Past year+19.2%

0.03%Fee0.66%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026