FDLS vs MTUM

AFDLS

BMTUM

Measures won2–3MTUM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · MTUM $14,159

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%MTUM · $220 on $10k

Smallest drop−10.8%FDLS · worst fall in 1Y

Held in common3.3%FDLS and MTUM

FDLS

MTUM

Inspire Fidelis Multi Factor ETF · $243MiShares MSCI USA Momentum Factor ETF · $15.8B

+19.2%3 years · per year$16,927 · $18,709+23.2%

[…]5 years · per year[…] · $14,159+7.2%

0.66%Expense ratio$66 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $220 on $10k2.20%

−10.8%Worst dropSmaller wins−27.3%

17.1%VolatilityLower wins29.2%

2–3MTUM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · MTUM

0.9%VLO1.2%

0.6%SNDK1.8%

1.1%EOG0.5%

0.7%TER0.3%

Held in common3.3%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk	0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk	0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B
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 MTUM

FDLS

Inspire Fidelis Multi Factor

[…]

MTUM

iShares MSCI USA Momentum Factor

$14,159

MeasureFDLSMTUM

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.90%2.20%

5 years, per year[…]+7.2%

3 years, per year+19.2%+23.2%

Worst drop · 1Y−10.8%−27.3%

Volatility · 1Y17.1%29.2%

3–2measures won
MTUM first

3.3%

holdings shared

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

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

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, MTUM, VUG

Today

23.9%most shared, MTUM and VUG

FDLSMTUMVUG

FDLS—3.3%1.8%

MTUM3.3%—23.9%

VUG1.8%23.9%—

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

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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