FDLS vs VO

AFDLS

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VO $13,590

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 common3.7%FDLS and VO

FDLS

Inspire Fidelis Multi Factor ETF · $256MVanguard 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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%	$256M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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%	$256M

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: FDLS, VO, VOO

Today

15.4%most shared, VO and VOO

FDLSVOVOO

FDLS—3.7%2.1%

VO3.7%—15.4%

VOO2.1%15.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VOO$110 − $3 = $107

FDLS$90 − $66 = $24

KeptFee

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