FDLS vs QUAL

AFDLS

BQUAL

Measures won2–3QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,248QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income0.86%FDLS · $86 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common0.8%FDLS and QUAL

FDLS

QUAL

Inspire Fidelis Multi Factor ETF · $252MiShares MSCI USA Quality Factor ETF · $48.0B

+22.1%3 years · per year$18,222 · $18,098+21.9%

[…]5 years · per year[…] · $17,248+11.5%

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

0.86%12-mo yield$86 · $83 on $10k0.83%

−9.5%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins12.1%

2–3QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDLS · QUAL

1.1%EOG0.3%

0.8%TER0.3%

1.0%DVN0.2%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$48.0B
2	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$48.0B
2	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

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 QUAL

FDLS

Inspire Fidelis Multi Factor

[…]

QUAL

iShares MSCI USA Quality Factor

$17,248

MeasureFDLSQUAL

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.86%0.83%

5 years, per year[…]+11.5%

3 years, per year+22.1%+21.9%

Worst drop · 1Y−9.5%−9.0%

Volatility · 1Y16.5%12.1%

3–2measures won
QUAL first

0.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDLS, QUAL

Today

0.8%most shared, FDLS and QUAL

FDLSQUAL

FDLS—0.8%

QUAL0.8%—

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

Income After Fees on $10,000

$68most kept, QUAL

QUAL$83 − $15 = $68

FDLS$86 − $66 = $20

KeptFee

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