IWF vs FDLS

AIWF

BFDLS

Measures won2–3FDLS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.86%FDLS · $86 on $10k

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

Held in common2.1%IWF and FDLS

IWF

FDLS

iShares Russell 1000 Growth ETF · $121BInspire Fidelis Multi Factor ETF · $253M

+22.3%3 years · per year$18,310 · $18,222+22.1%

+10.6%5 years · per year$16,559 · […][…]

0.18%Expense ratio$18 · $66 on $10k · lower wins0.66%

0.37%12-mo yield$37 · $86 on $10k0.86%

−15.6%Worst dropSmaller wins−9.5%

18.3%VolatilityLower wins16.5%

2–3FDLS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · FDLS

4.8%AVGO1.0%

0.5%SNDK0.8%

0.1%TER0.8%

0.1%MCHP1.1%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$253M

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

IWF vs FDLS

IWF

iShares Russell 1000 Growth

$16,559

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureIWFFDLS

Fee0.18%0.66%

Cost on $10k a year$18$66

Yield0.37%0.86%

5 years, per year+10.6%[…]

3 years, per year+22.3%+22.1%

Worst drop · 1Y−15.6%−9.5%

Volatility · 1Y18.3%16.5%

3–2measures won
FDLS first

2.1%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWF, FDLS

Today

2.1%most shared, IWF and FDLS

IWFFDLS

IWF—2.1%

FDLS2.1%—

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

Income After Fees on $10,000

$20most kept, FDLS

FDLS$86 − $66 = $20

IWF$37 − $18 = $19

KeptFee

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