FDLS vs USMV

AFDLS

BUSMV

Measures won1–4USMV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · USMV $14,754

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%USMV · $135 on $10k

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

Held in common1.2%FDLS and USMV

FDLS

USMV

Inspire Fidelis Multi Factor ETF · $253MiShares MSCI USA Min Vol Factor ETF · $24.5B

+22.1%3 years · per year$18,222 · $15,388+15.5%

[…]5 years · per year[…] · $14,754+8.1%

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

0.86%12-mo yield$86 · $135 on $10k1.35%

−9.5%Worst dropSmaller wins−6.5%

16.5%VolatilityLower wins8.7%

1–4USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · USMV

1.0%AVGO0.8%

1.1%EOG0.2%

0.8%SNDK0.1%

0.8%TER0.1%

Held in common1.2%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
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 4, 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

$14,754

MeasureFDLSUSMV

Fee0.66%0.15%

Cost on $10k a year$66$15

Yield0.86%1.35%

5 years, per year[…]+8.1%

3 years, per year+22.1%+15.5%

Worst drop · 1Y−9.5%−6.5%

Volatility · 1Y16.5%8.7%

4–1measures won
USMV first

1.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDLS, USMV, VUG

Today

21.7%most shared, USMV and VUG

FDLSUSMVVUG

FDLS—1.2%2.0%

USMV1.2%—21.7%

VUG2.0%21.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

VUG$40 − $3 = $37

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee