FDLS vs USMV

AFDLS

BUSMV

Measures won1–4USMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common1.1%FDLS and USMV

FDLS

USMV

Inspire Fidelis Multi Factor ETF · $243MiShares MSCI USA Min Vol Factor ETF · $23.7B

+19.2%3 years · per year$16,927 · $14,709+13.7%

[…]5 years · per year[…] · $14,154+7.2%

0.66%Expense ratio$66 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $139 on $10k1.39%

−10.8%Worst dropSmaller wins−6.5%

17.1%VolatilityLower wins9.1%

1–4USMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDLS · USMV

0.9%AVGO0.7%

1.1%EOG0.2%

0.7%TER0.1%

0.6%SNDK0.1%

Held in common1.1%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
4	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs USMV

FDLS

Inspire Fidelis Multi Factor

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureFDLSUSMV

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.90%1.39%

5 years, per year[…]+7.2%

3 years, per year+19.2%+13.7%

Worst drop · 1Y−10.8%−6.5%

Volatility · 1Y17.1%9.1%

4–1measures won
USMV first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDLS, USMV, IWF, VUG

Today

78.0%most shared, IWF and VUG

FDLSUSMVIWFVUG

FDLS—1.1%1.9%1.8%

USMV1.1%—22.0%20.8%

IWF1.9%22.0%—78.0%

VUG1.8%20.8%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee