Compare · 3 funds side by side · dividends reinvested

VO, FDLS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

VO, FDLS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$243M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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: VO 2004 · FDLS 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

FDLS

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

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

VOMeasureFDLS

+10.6%Year to dateJan 1 → Nov 6+10.3%

+11.6%1 yearTotal return+12.7%

+18.6%3 years · per year$10,000 became $16,701 · $16,927+19.2%

+6.3%5 years · per year$10,000 became $13,590 · […][…]

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.39%Trailing 12-mo yield$139 · $90 a year on $10k0.90%

−8.2%Worst dropSmaller is better−10.8%

12.9%VolatilityLower is calmer17.1%

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

5–2VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs FDLS: Top 5 Holdings

Today

5.3%in top 5

FDLS

in top 56.4%

VOStockFDLS

not top 5FLYW1.3%

not top 5PACS1.3%

not top 5CON1.3%

not top 5GCT1.3%

not top 5BEKE1.3%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common3.7%

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

VO vs FDLS Returns, Every Period

VanguardVO

+11.6%

past year

FDLSInspire

+12.7%

past year

VOFDLSFaded: behind in that period

1–2FDLS wins

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

VO vs FDLS

YTD

VanguardVO

+10.6%

FDLSInspire

+10.3%

+10.6%Year to date+10.3%

−8.2%Worst drop · 1Y−10.8%

12.9%Volatility · 1Y17.1%

1.4%Yield0.9%

$103BAssets$243M

4–0VO wins

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

Cost, Income and Risk

Fees: VO, FDLS, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

FDLS0.66%$66

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

Yields: VO, FDLS, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

FDLS0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, FDLS, IWF

Today

9.2%most shared, VO and IWF

VOFDLSIWF

VO—3.7%9.2%

FDLS3.7%—1.9%

IWF9.2%1.9%—

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

VOWorst drop−8.2%12.9% vol

FDLSWorst drop−10.8%17.1% 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

VOFDLS

+10.6%Year to date+10.3%

1.4%Yield0.9%

+11.6%Past year+12.7%

0.03%Fee0.66%

3–1VO 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