FDLS vs SPYM

AFDLS

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SPY $17,099

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.0%FDLS and SPYM

FDLS

SPYM

Inspire Fidelis Multi Factor ETF · $253MState Street SPDR Portfolio S&P 500 ETF · $182B

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

[…]5 years · per year[…] · $17,164+11.4%

0.66%Expense ratio$66 · $2 on $10k · lower wins0.02%

0.86%12-mo yield$86 · $106 on $10k1.06%

−9.5%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins13.6%

0–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · SPYM

0.9%AVGO2.3%

0.7%SNDK0.2%

0.9%VLO0.2%

1.0%EOG0.1%

Held in common2.0%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

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

Cards for this view

FDLS vs SPYM

FDLS

Inspire Fidelis Multi Factor

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFDLSSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield0.86%1.06%

5 years, per year[…]+11.4%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y16.5%13.6%

4–0measures won
SPYM first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDLS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FDLSSPYMSPY

FDLS—2.0%2.0%

SPYM2.0%—99.9%

SPY2.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee