FDLS vs USMV

AFDLS

BUSMV

Measures won1–4USMV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · USMV $14,273

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 common1.2%FDLS and USMV

FDLS

USMV

Inspire Fidelis Multi Factor ETF · $256MiShares MSCI USA Min Vol Factor ETF · $23.8B

+22.1%3 years · per year$18,222 · $14,878+14.2%

[…]5 years · per year[…] · $14,273+7.4%

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

0.86%12-mo yield$86 · $139 on $10k1.39%

−9.5%Worst dropSmaller wins−6.5%

16.5%VolatilityLower wins9.1%

1–4USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · USMV

0.9%AVGO0.8%

1.0%EOG0.2%

0.7%SNDK0.1%

0.7%TER0.1%

Held in common1.2%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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 USMV

FDLS

Inspire Fidelis Multi Factor

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureFDLSUSMV

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.86%1.39%

5 years, per year[…]+7.4%

3 years, per year+22.1%+14.2%

Worst drop · 1Y−9.5%−6.5%

Volatility · 1Y16.5%9.1%

4–1measures won
USMV first

1.2%

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, USMV, VTV

Today

34.4%most shared, USMV and VTV

FDLSUSMVVTV

FDLS—1.2%1.5%

USMV1.2%—34.4%

VTV1.5%34.4%—

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

USMV$139 − $15 = $124

FDLS$86 − $66 = $20

KeptFee

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