FDLS vs VO

AFDLS

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.7%FDLS and VO

FDLS

Inspire Fidelis Multi Factor ETF · $243MVanguard Morningstar Mid-Cap ETF · $103B

+19.2%3 years · per year$16,927 · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

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

0.90%12-mo yield$90 · $139 on $10k1.39%

−10.8%Worst dropSmaller wins−8.2%

17.1%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VO

0.9%VLO1.1%

0.7%TER0.6%

1.2%CRH0.5%

0.9%DVN0.5%

Held in common3.7%

End-of-day Nov 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 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

$13,590

MeasureFDLSVO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.90%1.39%

5 years, per year[…]+6.3%

3 years, per year+19.2%+18.6%

Worst drop · 1Y−10.8%−8.2%

Volatility · 1Y17.1%12.9%

4–1measures won
VO first

3.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDLS, VO, VIG

Today

13.5%most shared, VO and VIG

FDLSVOVIG

FDLS—3.7%1.2%

VO3.7%—13.5%

VIG1.2%13.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VO$139 − $3 = $136

FDLS$90 − $66 = $24

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee