Compare · 3 funds side by side · dividends reinvested

USMV, FDLS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

USMV, FDLS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.5%+13.1%+13.9%+7.6%−6.5%9.3%$24.1B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: USMV 2011 · FDLS 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FDLS

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

FDLSMeasureIWF

+14.2%Year to dateJan 1 → Nov 9−2.5%

+18.7%1 yearTotal return−2.2%

+20.0%3 years · per year$10,000 became $17,264 · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

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

0.87%Trailing 12-mo yield$87 · $38 a year on $10k0.38%

−10.8%Worst dropSmaller is better−14.6%

17.4%VolatilityLower is calmer19.5%

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

6–1FDLS 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 IWF: Top 5 Holdings

Today

FDLS

6.4%in top 5

IWF

in top 539.7%

FDLSStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common1.9%

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

FDLS vs IWF Returns, Every Period

InspireFDLS

+18.7%

past year

IWFiShares

−2.2%

past year

FDLSIWFFaded: behind in that period

3–0FDLS wins

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

FDLS vs USMV

YTD

InspireFDLS

+14.2%

USMViShares

+10.5%

+14.2%Year to date+10.5%

−10.8%Worst drop · 1Y−6.5%

17.4%Volatility · 1Y9.3%

0.9%Yield1.4%

$243MAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: USMV, FDLS, IWF

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

IWF0.18%$18

FDLS0.66%$66

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

Yields: USMV, FDLS, IWF

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

FDLS0.87%$87

IWF0.38%$38

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

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

Overlap: USMV, FDLS, IWF

Today

22.3%most shared, USMV and IWF

USMVFDLSIWF

USMV—1.1%22.3%

FDLS1.1%—1.9%

IWF22.3%1.9%—

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

Return vs Bumpiness: 3 ETFs

+18.7%FDLS, at 17.4% volatility

USMVWorst drop−6.5%9.3% vol

FDLSWorst drop−10.8%17.4% 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

USMVFDLS

+10.5%Year to date+14.2%

1.4%Yield0.9%

+13.1%Past year+18.7%

0.15%Fee0.66%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

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%

$122BAssets$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