FDLS vs VOO

AFDLS

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common2.1%FDLS and VOO

FDLS

VOO

Inspire Fidelis Multi Factor ETF · $243MVanguard S&P 500 ETF · $1.00T

+19.2%3 years · per year$16,927 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.90%12-mo yield$90 · $110 on $10k1.10%

−10.8%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins13.5%

0–5VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDLS · VOO

0.9%AVGO2.5%

0.6%SNDK0.4%

0.9%VLO0.2%

1.1%EOG0.1%

Held in common2.1%

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 Four

5Y4 funds

#
1	BVOO	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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 Four

5Y4 funds

#
1	BVOO	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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 VOO

FDLS

Inspire Fidelis Multi Factor

[…]

VOO

Vanguard S&P 500

$17,177

MeasureFDLSVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.90%1.10%

5 years, per year[…]+11.4%

3 years, per year+19.2%+21.8%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.1%13.5%

5–0measures won
VOO first

2.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FDLS, VOO, IWF, SPY

Today

92.2%most shared, VOO and SPY

FDLSVOOIWFSPY

FDLS—2.1%1.9%1.9%

VOO2.1%—59.3%92.2%

IWF1.9%59.3%—55.7%

SPY1.9%92.2%55.7%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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