FDLS vs SPYM

AFDLS

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.9%FDLS and SPYM

FDLS

SPYM

Inspire Fidelis Multi Factor ETF · $243MState Street SPDR Portfolio S&P 500 ETF · $179B

+20.0%3 years · per year$17,264 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

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

0.87%12-mo yield$87 · $103 on $10k1.03%

−10.8%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.7%

0–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDLS · SPYM

0.9%AVGO2.2%

0.6%SNDK0.2%

0.9%VLO0.2%

1.1%EOG0.1%

Held in common1.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 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

$17,553

MeasureFDLSSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield0.87%1.03%

5 years, per year[…]+11.9%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.4%13.7%

5–0measures won
SPYM first

1.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDLS, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and IVV

FDLSSPYMSPYIVV

FDLS—1.9%1.9%1.9%

SPYM1.9%—99.9%99.9%

SPY1.9%99.9%—99.9%

IVV1.9%99.9%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee