FDLS vs VUG

AFDLS

BVUG

Measures won3–2FDLS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income0.86%FDLS · $86 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 · $252MVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,222 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

0.86%12-mo yield$86 · $40 on $10k0.40%

−9.5%Worst dropSmaller wins−16.1%

16.5%VolatilityLower wins18.2%

3–2FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · VUG

1.0%AVGO4.3%

0.8%SNDK0.7%

0.8%TER0.2%

0.8%SMCI0.1%

Held in common2.0%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

End-of-day Nov 4, 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

$17,153

MeasureFDLSVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.86%0.40%

5 years, per year[…]+11.4%

3 years, per year+22.1%+25.4%

Worst drop · 1Y−9.5%−16.1%

Volatility · 1Y16.5%18.2%

3–2measures won
FDLS first

2.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FDLS, VUG, IWF

Today

77.4%most shared, VUG and IWF

FDLSVUGIWF

FDLS—2.0%2.1%

VUG2.0%—77.4%

IWF2.1%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

FDLS$86 − $66 = $20

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee