FDLS vs IWF

AFDLS

BIWF

Measures won3–2FDLS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · IWF $15,441

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.9%FDLS and IWF

FDLS

IWF

Inspire Fidelis Multi Factor ETF · $243MiShares Russell 1000 Growth ETF · $115B

+19.2%3 years · per year$16,927 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $39 on $10k0.39%

−10.8%Worst dropSmaller wins−14.6%

17.1%VolatilityLower wins19.4%

3–2FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · IWF

0.9%AVGO4.5%

0.6%SNDK0.4%

1.0%MCHP0.1%

0.7%TER0.1%

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 Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

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 IWF

FDLS

Inspire Fidelis Multi Factor

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureFDLSIWF

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield0.90%0.39%

5 years, per year[…]+9.1%

3 years, per year+19.2%+19.4%

Worst drop · 1Y−10.8%−14.6%

Volatility · 1Y17.1%19.4%

3–2measures won
FDLS 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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FDLS, IWF, IVV

Today

55.7%most shared, IWF and IVV

FDLSIWFIVV

FDLS—1.9%1.9%

IWF1.9%—55.7%

IVV1.9%55.7%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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