Compare · 3 funds side by side · dividends reinvested

FDLS, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

FDLS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$252M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $252M[…]

FDLS

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FDLSMeasureVUG

+16.0%Year to dateJan 1 → Nov 4+6.3%

+19.2%1 yearTotal return+3.4%

+22.1%3 years · per year$10,000 became $18,222 · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

0.86%Trailing 12-mo yield$86 · $40 a year on $10k0.40%

−9.5%Worst dropSmaller is better−16.1%

16.5%VolatilityLower is calmer18.2%

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

5–2FDLS 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 VUG: Top 5 Holdings

Today

FDLS

6.0%in top 5

VUG

in top 545.2%

FDLSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common2.0%

End-of-day Nov 4, 2026 · share of each fund

FDLS vs VUG Returns, Every Period

InspireFDLS

+19.2%

past year

VUGVanguard

+3.4%

past year

FDLSVUGFaded: behind in that period

2–1FDLS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDLS vs VUG

YTD

InspireFDLS

+16.0%

VUGVanguard

+6.3%

+16.0%Year to date+6.3%

−9.5%Worst drop · 1Y−16.1%

16.5%Volatility · 1Y18.2%

0.9%Yield0.4%

$252MAssets$233B

4–0FDLS wins

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

Cost, Income and Risk

Fees: FDLS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FDLS0.66%$66

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

Yields: FDLS, VUG, IWF

0.86%highest, FDLS

FundTrailing yieldYield$10k

FDLS0.86%$86

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

FDLS$86 − $66 = $20

IWF$37 − $18 = $19

KeptFee

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

Overlap: FDLS, VUG, IWF

Today

77.4%most shared, VUG and IWF

FDLSVUGIWF

FDLS—2.0%2.1%

VUG2.0%—77.4%

IWF2.1%77.4%—

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

Return vs Bumpiness: 3 ETFs

+19.2%FDLS, at 16.5% volatility

FDLSWorst drop−9.5%16.5% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDLSVUG

+16.0%Year to date+6.3%

0.9%Yield0.4%

+19.2%Past year+3.4%

0.66%Fee0.03%

3–1FDLS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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