Compare · 3 funds side by side · dividends reinvested

FDLS, VO and VUG

FDLSInspire×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FDLS, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

FDLSMeasureVO

+10.3%Year to dateJan 1 → Nov 6+10.6%

+12.7%1 yearTotal return+11.6%

+19.2%3 years · per year$10,000 became $16,927 · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

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

−10.8%Worst dropSmaller is better−8.2%

17.1%VolatilityLower is calmer12.9%

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

2–5VO 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 VO: Top 5 Holdings

Today

FDLS

6.4%in top 5

in top 55.3%

FDLSStockVO

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

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.7%

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

FDLS vs VO Returns, Every Period

InspireFDLS

+12.7%

past year

VOVanguard

+11.6%

past year

FDLSVOFaded: behind in that period

2–1FDLS wins

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

FDLS vs VO

YTD

InspireFDLS

+10.3%

VOVanguard

+10.6%

+10.3%Year to date+10.6%

−10.8%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y12.9%

0.9%Yield1.4%

$256MAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FDLS0.66%$66

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

Yields: FDLS, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

FDLS0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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

Overlap: FDLS, VO, VUG

Today

10.2%most shared, VO and VUG

FDLSVOVUG

FDLS—3.7%1.8%

VO3.7%—10.2%

VUG1.8%10.2%—

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

VOWorst drop−8.2%12.9% vol

FDLSWorst drop−10.8%17.1% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VOFDLS

+10.6%Year to date+10.3%

1.4%Yield0.9%

+11.6%Past year+12.7%

0.03%Fee0.66%

3–1VO wins

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$59.1B

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