FDLS vs VUG

AFDLS

BVUG

Measures won3–2FDLS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.8%FDLS and VUG

FDLS

VUG

Inspire Fidelis Multi Factor ETF · $243MVanguard Morningstar Growth ETF · $233B

+19.2%3 years · per year$16,927 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

0.90%12-mo yield$90 · $42 on $10k0.42%

−10.8%Worst dropSmaller wins−15.1%

17.1%VolatilityLower wins19.0%

3–2FDLS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDLS · VUG

0.9%AVGO4.3%

0.6%SNDK0.7%

0.7%TER0.2%

0.7%SMCI0.1%

Held in common1.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

FDLS

Inspire Fidelis Multi Factor

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureFDLSVUG

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield0.90%0.42%

5 years, per year[…]+10.0%

3 years, per year+19.2%+22.6%

Worst drop · 1Y−10.8%−15.1%

Volatility · 1Y17.1%19.0%

3–2measures won
FDLS first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

Overlap: FDLS, VUG, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

FDLSVUGSCHDVTV

FDLS—1.8%2.4%1.5%

VUG1.8%—0.8%1.9%

SCHD2.4%0.8%—17.9%

VTV1.5%1.9%17.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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