Compare · 3 funds side by side · dividends reinvested

IWF, FDLS and VUG

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

02 / 04

IWF, FDLS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$243M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · FDLS 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FDLSMeasureIWF

+10.3%Year to dateJan 1 → Nov 6−5.3%

+12.7%1 yearTotal return−6.5%

+19.2%3 years · per year$10,000 became $16,927 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $39 a year on $10k0.39%

−10.8%Worst dropSmaller is better−14.6%

17.1%VolatilityLower is calmer19.4%

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

5–2FDLS 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 IWF: Top 5 Holdings

Today

FDLS

6.4%in top 5

IWF

in top 539.8%

FDLSStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common1.9%

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

FDLS vs IWF Returns, Every Period

InspireFDLS

+12.7%

past year

IWFiShares

−6.5%

past year

FDLSIWFFaded: behind in that period

2–1FDLS wins

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

FDLS vs VUG

YTD

InspireFDLS

+10.3%

VUGVanguard

+1.4%

+10.3%Year to date+1.4%

−10.8%Worst drop · 1Y−15.1%

17.1%Volatility · 1Y19.0%

0.9%Yield0.4%

$243MAssets$233B

4–0FDLS wins

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

Cost, Income and Risk

Fees: IWF, FDLS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FDLS0.66%$66

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

Yields: IWF, FDLS, VUG

0.90%highest, FDLS

FundTrailing yieldYield$10k

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

$39most kept, VUG

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: IWF, FDLS, VUG

Today

78.0%most shared, IWF and VUG

IWFFDLSVUG

IWF—1.9%78.0%

FDLS1.9%—1.8%

VUG78.0%1.8%—

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

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

FDLSVUG

+10.3%Year to date+1.4%

0.9%Yield0.4%

+12.7%Past year+0.2%

0.66%Fee0.03%

3–1FDLS 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$59.7B

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