Compare · 4 funds side by side · dividends reinvested

FDLS, VUG, SCHD and IWF

FDLSInspire×VUGVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

FDLS, VUG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.5

Rank among the four1st → 4thFee, 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 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FDLSMeasureSCHD

+10.3%Year to dateJan 1 → Nov 6+31.4%

+12.7%1 yearTotal return+37.0%

+19.2%3 years · per year$10,000 became $16,927 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.90%Trailing 12-mo yield$90 · $300 a year on $10k3.00%

−10.8%Worst dropSmaller is better−6.9%

17.1%VolatilityLower is calmer11.7%

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

0–7SCHD 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 SCHD: Top 5 Holdings

Today

FDLS

6.4%in top 5

SCHD

in top 521.4%

FDLSStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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

Held in common2.4%

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

FDLS vs SCHD Returns, Every Period

InspireFDLS

+12.7%

past year

SCHDSchwab

+37.0%

past year

FDLSSCHDFaded: behind in that period

0–3SCHD wins

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

Stocks vs Income: FDLS vs SCHD

YTD

InspireFDLS

+10.3%

SCHDSchwab

+31.4%

+10.3%Year to date+31.4%

−10.8%Worst drop · 1Y−6.9%

17.1%Volatility · 1Y11.7%

0.9%Yield3.0%

$256MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FDLS, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

FDLS0.66%$66

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

Yields: FDLS, VUG, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDLS0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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

Overlap: FDLS, VUG, SCHD, IWF

Today

78.0%most shared, VUG and IWF

FDLSVUGSCHDIWF

FDLS—1.8%2.4%1.9%

VUG1.8%—0.8%78.0%

SCHD2.4%0.8%—3.7%

IWF1.9%78.0%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FDLSWorst drop−10.8%17.1% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SCHDFDLS

+31.4%Year to date+10.3%

3.0%Yield0.9%

+37.0%Past year+12.7%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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