FDLS vs VUG

AFDLS

BVUG

Measures won3–2FDLS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJR $13,136

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.5%FDLS · worst fall in 1Y

Held in common2.0%FDLS and VUG

FDLS

VUG

Inspire Fidelis Multi Factor ETF · $256MVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,222 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

0.86%12-mo yield$86 · $43 on $10k0.43%

−9.5%Worst dropSmaller wins−15.1%

16.5%VolatilityLower wins19.0%

3–2FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VUG

0.9%AVGO4.3%

0.7%SNDK0.7%

0.7%TER0.2%

0.7%SMCI0.1%

Held in common2.0%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

Cards for this view

FDLS vs VUG

FDLS

Inspire Fidelis Multi Factor

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureFDLSVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.86%0.43%

5 years, per year[…]+9.9%

3 years, per year+22.1%+22.8%

Worst drop · 1Y−9.5%−15.1%

Volatility · 1Y16.5%19.0%

3–2measures won
FDLS first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDLS, VUG, IJR

Today

3.9%most shared, FDLS and IJR

FDLSVUGIJR

FDLS—2.0%3.9%

VUG2.0%—0.0%

IJR3.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$43 − $3 = $40

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee