Compare · 4 funds side by side · dividends reinvested

FDLS, VIG, VUG and SCHD

FDLSInspire×VIGVanguard×VUGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

FDLS, VIG, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

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%$256M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, 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 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $256M[…]

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

Stocks vs Income: FDLS vs SCHD

YTD

InspireFDLS

+16.0%

SCHDSchwab

+32.3%

+16.0%Year to date+32.3%

−9.5%Worst drop · 1Y−6.9%

16.5%Volatility · 1Y11.7%

0.9%Yield3.0%

$256MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDLS, VIG, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

FDLS0.66%$66

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

Yields: FDLS, VIG, VUG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

FDLS0.86%$86

VUG0.43%$43

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

VUG$43 − $3 = $40

FDLS$86 − $66 = $20

KeptFee

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

Overlap: FDLS, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

FDLSVIGVUGSCHD

FDLS—1.3%2.0%2.3%

VIG1.3%—26.4%14.5%

VUG2.0%26.4%—0.8%

SCHD2.3%14.5%0.8%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

FDLSWorst drop−9.5%16.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDFDLS

+32.3%Year to date+16.0%

3.0%Yield0.9%

+38.7%Past year+19.2%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026