Compare · 3 funds side by side · dividends reinvested

VO, FDLS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

VO, FDLS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.6%+17.9%+19.9%[…]−10.8%17.3%$252M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: VO 2004 · FDLS 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

FDLS

Inspire Fidelis Multi Factor ETF · $252M[…]

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

VOMeasure

More Ways to See the Pairs

VO vs FDLS: Top 5 Holdings

Today

VO

5.3%in top 5

FDLS

in top 57.0%

VOStockFDLS

not top 5TLS1.9%

not top 5FLYW1.3%

not top 5VCTR1.3%

not top 5ACIW1.2%

not top 5CON1.2%

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 11, 2026 · fee on $10,000 a year

Yields: VO, FDLS, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

FDLS

+15.0%Year to dateJan 1 → Nov 11+15.6%

+15.0%1 yearTotal return+17.9%

+18.8%3 years · per year$10,000 became $16,782 · $17,256+19.9%

+6.9%5 years · per year$10,000 became $13,944 · […][…]

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

1.33%Trailing 12-mo yield$133 · $86 a year on $10k0.86%

−8.2%Worst dropSmaller is better−10.8%

13.1%VolatilityLower is calmer17.3%

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

4–3VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common3.6%

End-of-day Nov 11, 2026 · share of each fund

VO vs FDLS Returns, Every Period

1Y

VanguardVO

+15.0%

past year

FDLSInspire

+17.9%

past year

VOFDLSFaded: behind in that period

0–3FDLS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VO vs FDLS

YTD

VanguardVO

+15.0%

FDLSInspire

+15.6%

+15.0%Year to date+15.6%

−8.2%Worst drop · 1Y−10.8%

13.1%Volatility · 1Y17.3%

1.3%Yield0.9%

$103BAssets$252M

3–1VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

FDLS0.86%$86

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

FDLS$86 − $66 = $20

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VO, FDLS, IWF

Today

9.4%most shared, VO and IWF

VOFDLSIWF

VO—3.6%9.4%

FDLS3.6%—2.0%

IWF9.4%2.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.9%FDLS, at 17.3% volatility

VOWorst drop−8.2%13.1% vol

FDLSWorst drop−10.8%17.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOFDLS

+15.0%Year to date+15.6%

1.3%Yield0.9%

+15.0%Past year+17.9%

0.03%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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VO, FDLS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three