FDLS vs IVV

AFDLS

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common1.9%FDLS and IVV

FDLS

IVV

Inspire Fidelis Multi Factor ETF · $256MiShares Core S&P 500 ETF · $850B

+19.2%3 years · per year$16,927 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.90%12-mo yield$90 · $114 on $10k1.14%

−10.8%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDLS · IVV

0.9%AVGO2.2%

0.6%SNDK0.2%

0.9%VLO0.2%

1.1%EOG0.1%

Held in common1.9%

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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	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 IVV

FDLS

Inspire Fidelis Multi Factor

[…]

IVV

iShares Core S&P 500

$17,177

MeasureFDLSIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.90%1.14%

5 years, per year[…]+11.4%

3 years, per year+19.2%+21.8%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.1%13.6%

5–0measures won
IVV first

1.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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, IVV, VO, VOO

Today

92.2%most shared, IVV and VOO

FDLSIVVVOVOO

FDLS—1.9%3.7%2.1%

IVV1.9%—16.2%92.2%

VO3.7%16.2%—15.4%

VOO2.1%92.2%15.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

VOO$110 − $3 = $107

FDLS$90 − $66 = $24

KeptFee

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