Compare · 2 funds side by side · dividends reinvested

SPY and FDLS

SPYSPDR×FDLSInspire×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPY and FDLS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+16.0%+19.2%+22.1%[…]−9.5%16.5%$253M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPY 1993 · FDLS 2022

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Fidelis Multi Factor ETF · $253M[…]

FDLS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

FDLSMeasureSPY

+16.0%Year to dateJan 1 → Nov 5+8.3%

+19.2%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,222 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.66%Expense ratio$66 · $9 a year on $10k · lower is better0.09%

0.86%Trailing 12-mo yield$86 · $103 a year on $10k1.03%

−9.5%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

FDLS vs SPY: Top 5 Holdings

Today

FDLS

6.2%in top 5

SPY

in top 527.7%

FDLSStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.3%RELYnot top 5

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%TLSnot top 5

1.2%OMCLnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

FDLS vs SPY Returns, Every Period

InspireFDLS

+19.2%

past year

SPYSPDR

+9.7%

past year

FDLSSPYFaded: behind in that period

3–0FDLS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FDLS vs SPY

YTD

InspireFDLS

+16.0%

SPYSPDR

+8.3%

+16.0%Year to date+8.3%

−9.5%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.6%

0.9%Yield1.0%

$253MAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, FDLS

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDLS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPY, FDLS

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

FDLS0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPY, FDLS

Today

2.0%most shared, SPY and FDLS

SPYFDLS

SPY—2.0%

FDLS2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%FDLS, at 16.5% volatility

SPYWorst drop−8.9%13.6% vol

FDLSWorst drop−9.5%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFDLS

+8.3%Year to date+16.0%

1.0%Yield0.9%

+9.7%Past year+19.2%

0.09%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026