Compare · 4 funds side by side · dividends reinvested

FDLS, VUG, VO and IWF

FDLSInspire×VUGVanguard×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

FDLS, VUG, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDLS 2022 · VUG 2004 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $243M[…]

FDLS

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

FDLSMeasureVUG

+14.2%Year to dateJan 1 → Nov 9+4.2%

+18.7%1 yearTotal return+4.7%

+20.0%3 years · per year$10,000 became $17,264 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.87%Trailing 12-mo yield$87 · $41 a year on $10k0.41%

−10.8%Worst dropSmaller is better−15.1%

17.4%VolatilityLower is calmer19.1%

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

5–2FDLS wins

End-of-day Nov 9, 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

6.4%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%FLYWnot top 5

1.3%CONnot top 5

1.3%PACSnot top 5

1.3%BEKEnot top 5

1.3%ACIWnot top 5

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

FDLS vs VUG Returns, Every Period

InspireFDLS

+18.7%

past year

VUGVanguard

+4.7%

past year

FDLSVUGFaded: behind in that period

2–1FDLS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDLS vs VO

YTD

InspireFDLS

+14.2%

VOVanguard

+13.6%

+14.2%Year to date+13.6%

−10.8%Worst drop · 1Y−8.2%

17.4%Volatility · 1Y13.1%

0.9%Yield1.4%

$243MAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, VUG, VO, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWF0.18%$18

FDLS0.66%$66

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDLS, VUG, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

FDLS0.87%$87

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDLS, VUG, VO, IWF

Today

78.1%most shared, VUG and IWF

FDLSVUGVOIWF

FDLS—1.8%3.6%1.9%

VUG1.8%—10.2%78.1%

VO3.6%10.2%—9.2%

IWF1.9%78.1%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.7%FDLS, at 17.4% volatility

VOWorst drop−8.2%13.1% vol

FDLSWorst drop−10.8%17.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOFDLS

+13.6%Year to date+14.2%

1.4%Yield0.9%

+15.6%Past year+18.7%

0.03%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026