FDLS vs VO

AFDLS

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,616VO

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common3.6%FDLS and VO

FDLS

Inspire Fidelis Multi Factor ETF · $256MVanguard Morningstar Mid-Cap ETF · $103B

+22.1%3 years · per year$18,222 · $16,795+18.9%

[…]5 years · per year[…] · $13,616+6.4%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

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

−9.5%Worst dropSmaller wins−8.2%

16.5%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDLS · VO

0.9%VLO1.1%

0.7%TER0.6%

1.2%CRH0.5%

0.9%DVN0.5%

Held in common3.6%

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	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 VO

FDLS

Inspire Fidelis Multi Factor

[…]

Vanguard Morningstar Mid-Cap

$13,616

MeasureFDLSVO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.86%1.39%

5 years, per year[…]+6.4%

3 years, per year+22.1%+18.9%

Worst drop · 1Y−9.5%−8.2%

Volatility · 1Y16.5%12.9%

4–1measures won
VO first

3.6%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDLS, VO

Today

3.6%most shared, FDLS and VO

FDLSVO

FDLS—3.6%

VO3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FDLS$86 − $66 = $20

KeptFee

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