FDLS vs QUAL

AFDLS

BQUAL

Measures won2–3QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · QUAL $16,418

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.7%FDLS and QUAL

Inspire Fidelis Multi Factor ETF · $255MiShares MSCI USA Quality Factor ETF · $48.7B

+19.7%3 years · per year$17,167 · $16,980+19.3%

[…]5 years · per year[…] · $16,418+10.4%

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

0.87%12-mo yield$87 · $84 on $10k

Cards for this view

FDLS

Inspire Fidelis Multi Factor

[…]

QUAL

iShares MSCI USA Quality Factor

$16,418

MeasureFDLSQUAL

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.87%0.84%

5 years, per year[…]+10.4%

3 years, per year+19.7%+19.3%

Worst drop · 1Y−10.8%−9.0%

Volatility · 1Y17.4%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$48.7B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$48.7B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

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