FDLS vs IVV

AFDLS

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common2.1%FDLS and IVV

FDLS

IVV

Inspire Fidelis Multi Factor ETF · $253MiShares Core S&P 500 ETF · $887B

+22.1%3 years · per year$18,222 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

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

0.86%12-mo yield$86 · $109 on $10k1.09%

−9.5%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins12.9%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · IVV

1.0%AVGO2.4%

0.8%SNDK0.3%

0.9%VLO0.2%

1.1%EOG0.1%

Held in common2.1%

End-of-day Nov 4, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs IVV

FDLS

Inspire Fidelis Multi Factor

[…]

IVV

iShares Core S&P 500

$18,118

MeasureFDLSIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.86%1.09%

5 years, per year[…]+12.6%

3 years, per year+22.1%+24.2%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y16.5%12.9%

5–0measures won
IVV first

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: FDLS, IVV, QQQ

Today

52.8%most shared, IVV and QQQ

FDLSIVVQQQ

FDLS—2.1%2.3%

IVV2.1%—52.8%

QQQ2.3%52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

QQQ$45 − $18 = $27

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee