FDLS vs IJH

AFDLS

BIJH

Measures won1–4IJH wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJH $13,830

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common6.9%FDLS and IJH

FDLS

IJH

Inspire Fidelis Multi Factor ETF · $256MiShares Core S&P Mid-Cap ETF · $121B

+19.2%3 years · per year$16,927 · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.66%Expense ratio$66 · $5 on $10k · lower wins0.05%

0.90%12-mo yield$90 · $126 on $10k1.26%

−10.8%Worst dropSmaller wins−8.8%

17.1%VolatilityLower wins15.5%

1–4IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · IJH

0.9%FTI0.7%

1.0%ATI0.7%

1.0%ENTG0.6%

1.0%OVV0.5%

Held in common6.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs IJH

FDLS

Inspire Fidelis Multi Factor

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureFDLSIJH

Fee0.66%0.05%

Cost on $10k a year$66$5

Yield0.90%1.26%

5 years, per year[…]+6.7%

3 years, per year+19.2%+16.5%

Worst drop · 1Y−10.8%−8.8%

Volatility · 1Y17.1%15.5%

4–1measures won
IJH first

6.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$59.1B

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

Overlap: FDLS, IJH, VUG

Today

6.9%most shared, FDLS and IJH

FDLSIJHVUG

FDLS—6.9%1.8%

IJH6.9%—0.0%

VUG1.8%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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