FDLS vs VIG

AFDLS

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VIG $16,331

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 common1.3%FDLS and VIG

FDLS

VIG

Inspire Fidelis Multi Factor ETF · $253MVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,222 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

0.86%12-mo yield$86 · $149 on $10k1.49%

−9.5%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VIG

0.9%AVGO4.3%

1.1%MCHP0.2%

1.0%JBHT0.1%

1.2%JKHY0.0%

Held in common1.3%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs VIG

FDLS

Inspire Fidelis Multi Factor

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFDLSVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield0.86%1.49%

5 years, per year[…]+10.3%

3 years, per year+22.1%+18.9%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y16.5%10.8%

4–1measures won
VIG first

1.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: FDLS, VIG, VTV

Today

51.5%most shared, VIG and VTV

FDLSVIGVTV

FDLS—1.3%1.5%

VIG1.3%—51.5%

VTV1.5%51.5%—

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

VIG$149 − $4 = $145

FDLS$86 − $66 = $20

KeptFee

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