Compare · 3 funds side by side · dividends reinvested

USMV, FDLS and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeUSMV · 1.36% · $136 a year on $10k

Story of the three · RiskSmallest drop

USMV, FDLS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.36%+11.6%+11.9%+13.9%+7.6%−6.5%9.3%$24.5B1.8

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.6%+16.7%+19.7%[…]−10.8%17.4%$255M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: USMV 2011 · FDLS 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Inspire Fidelis Multi Factor ETF · $255M[…]

FDLS

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,429

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

FDLS

More Ways to See the Pairs

FDLS vs USMV: Top 5 Holdings

Today

FDLS

6.9%in top 5

USMV

in top 57.9%

FDLSStockUSMV

1.9%TLSnot top 5

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5MCK1.6%

not top 5MSFT1.6%

Cost, Income and Risk

Fees: USMV, FDLS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

FDLS0.66%$66

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USMV, FDLS, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

USMV

+14.6%Year to dateJan 1 → Nov 12+11.6%

+16.7%1 yearTotal return+11.9%

+19.7%3 years · per year$10,000 became $17,167 · $14,788+13.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

0.66%Expense ratio$66 · $15 a year on $10k · lower is better0.15%

0.87%Trailing 12-mo yield$87 · $136 a year on $10k1.36%

−10.8%Worst dropSmaller is better−6.5%

17.4%VolatilityLower is calmer9.3%

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

3–4USMV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CB1.5%

1.3%FLYWnot top 5

1.2%CONnot top 5

1.2%GCTnot top 5

1.2%VCTRnot top 5

Held in common1.2%

End-of-day Nov 12, 2026 · share of each fund

FDLS vs USMV Returns, Every Period

1Y

InspireFDLS

+16.7%

past year

USMViShares

+11.9%

past year

FDLSUSMVFaded: behind in that period

3–0FDLS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FDLS vs USMV

YTD

InspireFDLS

+14.6%

USMViShares

+11.6%

+14.6%Year to date+11.6%

−10.8%Worst drop · 1Y−6.5%

17.4%Volatility · 1Y9.3%

0.9%Yield1.4%

$255MAssets$24.5B

3–1USMV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.36%highest, USMV

FundTrailing yieldYield$10k

USMV1.36%$136

FDLS0.87%$87

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$121most kept, USMV

USMV$136 − $15 = $121

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USMV, FDLS, VUG

Today

21.5%most shared, USMV and VUG

USMVFDLSVUG

USMV—1.2%21.5%

FDLS1.2%—2.0%

VUG21.5%2.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.7%FDLS, at 17.4% volatility

USMVWorst drop−6.5%9.3% vol

FDLSWorst drop−10.8%17.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFDLS

+11.6%Year to date+14.6%

1.4%Yield0.9%

+11.9%Past year+16.7%

0.15%Fee0.66%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

USMV, FDLS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three