FDLS vs SPY

AFDLS

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.0%FDLS and SPY

Inspire Fidelis Multi Factor ETF · $252MState Street SPDR S&P 500 ETF · $792B

+19.9%3 years · per year$17,256 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.66%Expense ratio$66 · $9 on $10k · lower wins0.09%

0.86%12-mo yield$86 · $100 on $10k1.00%

Cards for this view

FDLS

Inspire Fidelis Multi Factor

[…]

SPY

SPDR S&P 500

$17,481

MeasureFDLSSPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield0.86%1.00%

5 years, per year[…]+11.8%

3 years, per year+19.9%+21.8%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.3%13.7%

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$252M

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$252M

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