FDLS vs IJR

AFDLS

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common3.8%FDLS and IJR

FDLS

IJR

Inspire Fidelis Multi Factor ETF · $256MiShares Core S&P Small-Cap ETF · $104B

+19.2%3 years · per year$16,927 · $16,147+17.3%

[…]5 years · per year[…] · $13,170+5.7%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

0.90%12-mo yield$90 · $124 on $10k1.24%

−10.8%Worst dropSmaller wins−9.7%

17.1%VolatilityLower wins16.2%

1–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · IJR

1.2%ACIW0.4%

1.2%VCTR0.3%

1.3%CON0.3%

0.9%INSW0.2%

Held in common3.8%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
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 IJR

FDLS

Inspire Fidelis Multi Factor

[…]

IJR

iShares Core S&P Small-Cap

$13,170

MeasureFDLSIJR

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.90%1.24%

5 years, per year[…]+5.7%

3 years, per year+19.2%+17.3%

Worst drop · 1Y−10.8%−9.7%

Volatility · 1Y17.1%16.2%

4–1measures won
IJR first

3.8%

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, IJR, IWF

Today

3.8%most shared, FDLS and IJR

FDLSIJRIWF

FDLS—3.8%1.9%

IJR3.8%—0.1%

IWF1.9%0.1%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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