FDLS vs VIG

AFDLS

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · VIG $17,005

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · 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 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

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

0.86%12-mo yield$86 · $144 on $10k1.44%

−9.5%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VIG

1.0%AVGO4.3%

1.1%MCHP0.2%

1.0%JBHT0.1%

1.1%JKHY0.0%

Held in common1.3%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−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 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−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 4, 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

$17,005

MeasureFDLSVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield0.86%1.44%

5 years, per year[…]+11.2%

3 years, per year+22.1%+20.6%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y16.5%10.2%

4–1measures won
VIG first

1.3%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: FDLS, VIG, VUG

Today

26.4%most shared, VIG and VUG

FDLSVIGVUG

FDLS—1.3%2.0%

VIG1.3%—26.4%

VUG2.0%26.4%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VUG$40 − $3 = $37

FDLS$86 − $66 = $20

KeptFee

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