FDLS vs VUG

AFDLS

BVUG

Measures won3–2FDLS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IQLT $14,457

Lowest cost0.03%VUG · $3 on $10k

Most income2.35%IQLT · $235 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common1.8%FDLS and VUG

FDLS

VUG

Inspire Fidelis Multi Factor ETF · $243MVanguard Morningstar Growth ETF · $233B

+20.0%3 years · per year$17,264 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

0.87%12-mo yield$87 · $41 on $10k0.41%

−10.8%Worst dropSmaller wins−15.1%

17.4%VolatilityLower wins19.1%

3–2FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VUG

0.9%AVGO4.3%

0.6%SNDK0.7%

0.7%TER0.2%

0.8%SMCI0.1%

Held in common1.8%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.5B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.5B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs VUG

FDLS

Inspire Fidelis Multi Factor

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureFDLSVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.87%0.41%

5 years, per year[…]+10.6%

3 years, per year+20.0%+22.9%

Worst drop · 1Y−10.8%−15.1%

Volatility · 1Y17.4%19.1%

3–2measures won
FDLS first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDLS, IQLT, VUG

Today

1.8%most shared, FDLS and VUG

FDLSIQLTVUG

FDLS—0.1%1.8%

IQLT0.1%—0.0%

VUG1.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee