Compare · 4 funds side by side · dividends reinvested

FDLS, VTV, SCHD and VO

FDLSInspire×VTVVanguard×SCHDSchwab×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

FDLS, VTV, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B3.1

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.6%+17.9%+19.9%[…]−10.8%17.3%$251M3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FDLS 2022 · VTV 2004 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Inspire Fidelis Multi Factor ETF · $251M[…]

FDLS

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FDLS vs VTV: Top 5 Holdings

Today

FDLS

7.0%in top 5

VTV

in top 515.8%

FDLSStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: FDLS, VTV, SCHD, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

SCHD0.06%$6

FDLS0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

FDLSMeasureVTV

+15.6%Year to dateJan 1 → Nov 11+22.3%

+17.9%1 yearTotal return+25.5%

+19.9%3 years · per year$10,000 became $17,256 · $17,809+21.2%

[…]5 years · per year$10,000 became […] · $17,892+12.3%

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

0.86%Trailing 12-mo yield$86 · $181 a year on $10k1.81%

−10.8%Worst dropSmaller is better−6.4%

17.3%VolatilityLower is calmer10.8%

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

0–7VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%TLSnot top 5

1.3%FLYWnot top 5

1.3%VCTRnot top 5

1.2%ACIWnot top 5

1.2%CONnot top 5

Held in common1.5%

End-of-day Nov 11, 2026 · share of each fund

FDLS vs VTV Returns, Every Period

1Y

InspireFDLS

+17.9%

past year

VTVVanguard

+25.5%

past year

FDLSVTVFaded: behind in that period

0–3VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FDLS vs SCHD

YTD

InspireFDLS

+15.6%

SCHDSchwab

+34.6%

+15.6%Year to date+34.6%

−10.8%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.8%

0.9%Yield2.9%

$251MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FDLS, VTV, SCHD, VO

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.81%$181

VO1.33%$133

FDLS0.86%$86

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

VO$133 − $3 = $130

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDLS, VTV, SCHD, VO

Today

28.5%most shared, VTV and VO

FDLSVTVSCHDVO

FDLS—1.5%2.4%3.6%

VTV1.5%—17.9%28.5%

SCHD2.4%17.9%—6.9%

VO3.6%28.5%6.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

FDLSWorst drop−10.8%17.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.6%Year to date+22.3%

2.9%Yield1.8%

+39.3%Past year+25.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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FDLS, VTV, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four