FDLS vs VO

AFDLS

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.6%FDLS and VO

Inspire Fidelis Multi Factor ETF · $252MVanguard Morningstar Mid-Cap ETF · $103B

+19.9%3 years · per year$17,256 · $16,782+18.8%

[…]5 years · per year[…] · $13,944+6.9%

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

0.86%12-mo yield$86 · $133 on $10k1.33%

Cards for this view

FDLS

Inspire Fidelis Multi Factor

[…]

Vanguard Morningstar Mid-Cap

$13,944

MeasureFDLSVO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.86%1.33%

5 years, per year[…]+6.9%

3 years, per year+19.9%+18.8%

Worst drop · 1Y−10.8%−8.2%

Volatility · 1Y17.3%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$252M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$252M

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