SCHD vs FDLS

ASCHD

BFDLS

Measures won5–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.4%SCHD and FDLS

SCHD

FDLS

Schwab U.S. Dividend Equity ETF · $120BInspire Fidelis Multi Factor ETF · $256M

+20.0%3 years · per year$17,266 · $16,927+19.2%

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%

3.00%12-mo yield$300 · $90 on $10k0.90%

−6.9%Worst dropSmaller wins−10.8%

11.7%VolatilityLower wins17.1%

5–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · FDLS

1.8%EOG1.1%

1.1%DVN0.9%

0.4%APA1.0%

Held in common2.4%

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 Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

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

SCHD vs FDLS

SCHD

Schwab U.S. Dividend Equity

$16,267

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureSCHDFDLS

Fee0.06%0.66%

Cost on $10k a year$6$66

Yield3.00%0.90%

5 years, per year+10.2%[…]

3 years, per year+20.0%+19.2%

Worst drop · 1Y−6.9%−10.8%

Volatility · 1Y11.7%17.1%

5–0measures won
SCHD first

2.4%

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$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, FDLS, IWF

Today

3.7%most shared, SCHD and IWF

SCHDFDLSIWF

SCHD—2.4%3.7%

FDLS2.4%—1.9%

IWF3.7%1.9%—

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

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

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