FDLS vs VTV5YFDLSFDLSAvsBVTVVTVInspire Fidelis Multi Factor ETF · $251MVanguard Morningstar Value ETF · $184BReturns · dividends in+19.7%3 years · per year$17,167 · $17,795+21.2%[…]5 years · per year[…] · $17,885+12.3%Cost and income0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%0.87%12-mo yield$87 · $182 on $10k1.82%
Overlap: FDLS, VTV, IJRToday4.0%most shared, FDLS and IJRFDLSVTVIJRFDLS—1.5%4.0%VTV1.5%—0.0%IJR4.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FDLS vs VTV5YAFDLSInspire Fidelis Multi Factor[…]vsVTVBVanguard Morningstar Value$17,885MeasureFDLSVTVFee0.66%0.03%Cost on $10k a year$66$3Yield0.87%1.82%5 years, per year[…]+12.3%3 years, per year+19.7%+21.2%Worst drop · 1Y−10.8%−6.4%Volatility · 1Y17.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1B3AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.9%+14.6%+16.7%+19.7%new−10.8%$251MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1B3AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.9%+14.6%+16.7%+19.7%new−10.8%$251MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: FDLS, VTV, IJRToday4.0%most shared, FDLS and IJRFDLSVTVIJRFDLS—1.5%4.0%VTV1.5%—0.0%IJR4.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179IJR$121 − $6 = $115FDLS$87 − $66 = $21KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee