FDLS vs IVV

AFDLS

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.9%FDLS and IVV

FDLS

IVV

Inspire Fidelis Multi Factor ETF · $243MiShares Core S&P 500 ETF · $853B

+20.0%3 years · per year$17,264 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

0.87%12-mo yield$87 · $111 on $10k1.11%

−10.8%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.8%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · IVV

0.9%AVGO2.2%

0.6%SNDK0.2%

0.9%VLO0.2%

1.1%EOG0.1%

Held in common1.9%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	+3.6%	+14.2%	+18.7%	+20.0%	new	−10.8%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLS vs IVV

FDLS

Inspire Fidelis Multi Factor

[…]

IVV

iShares Core S&P 500

$17,545

MeasureFDLSIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.87%1.11%

5 years, per year[…]+11.9%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.4%13.8%

5–0measures won
IVV first

1.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDLS, VOO, IVV

Today

92.7%most shared, VOO and IVV

FDLSVOOIVV

FDLS—2.1%1.9%

VOO2.1%—92.7%

IVV1.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee