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AFDLS

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common2.4%FDLS and SCHD

Inspire Fidelis Multi Factor ETF · $251MSchwab U.S. Dividend Equity ETF · $123B

+19.7%3 years · per year$17,167 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

0.87%12-mo yield$87 · $293 on $10k2.93%

Cards for this view

FDLS

Inspire Fidelis Multi Factor

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureFDLSSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield0.87%2.93%

5 years, per year[…]+10.4%

3 years, per year+19.7%+19.9%

Worst drop · 1Y−10.8%−6.9%

Volatility · 1Y17.4%

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$107.1B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$251M

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−1.2%	+18.0%	+19.1%	+16.7%	+5.3%	−9.7%	$107.1B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$251M