FDLS vs SRHQ

AFDLS

BSRHQ

Measures won1–4SRHQ wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common2.2%FDLS and SRHQ

FDLS

SRHQ

Inspire Fidelis Multi Factor ETF · $256MSRH U.S. Quality GARP ETF · $231M

+22.1%3 years · per year$18,222 · $18,715+23.2%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.86%12-mo yield$86 · $68 on $10k0.68%

−9.5%Worst dropSmaller wins−7.5%

16.5%VolatilityLower wins14.9%

1–4SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · SRHQ

1.2%JKHY1.2%

1.0%ALSN1.1%

Held in common2.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$231M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$231M

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 SRHQ

FDLS

Inspire Fidelis Multi Factor

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFDLSSRHQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.86%0.68%

5 years, per year[…][…]

3 years, per year+22.1%+23.2%

Worst drop · 1Y−9.5%−7.5%

Volatility · 1Y16.5%14.9%

4–1measures won
SRHQ first

2.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDLS, SRHQ, VTV

Today

7.2%most shared, SRHQ and VTV

FDLSSRHQVTV

FDLS—2.2%1.5%

SRHQ2.2%—7.2%

VTV1.5%7.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SRHQ$68 − $35 = $33

FDLS$86 − $66 = $20

KeptFee

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