FDLS vs SCHD

AFDLS

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.4%FDLS and SCHD

FDLS

SCHD

Inspire Fidelis Multi Factor ETF · $243MSchwab U.S. Dividend Equity ETF · $122B

+20.0%3 years · per year$17,264 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

0.87%12-mo yield$87 · $296 on $10k2.96%

−10.8%Worst dropSmaller wins−6.9%

17.4%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · SCHD

1.1%EOG1.9%

0.9%DVN1.1%

1.1%APA0.4%

Held in common2.4%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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 SCHD

FDLS

Inspire Fidelis Multi Factor

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFDLSSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.87%2.96%

5 years, per year[…]+10.5%

3 years, per year+20.0%+19.6%

Worst drop · 1Y−10.8%−6.9%

Volatility · 1Y17.4%11.8%

4–1measures won
SCHD first

2.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$61.4B

1–1level

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, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

FDLSIWFSCHD

FDLS—1.9%2.4%

IWF1.9%—3.6%

SCHD2.4%3.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

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