SPY vs FDLS

ASPY

BFDLS

Measures won4–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.0%SPY and FDLS

SPY

FDLS

State Street SPDR S&P 500 ETF · $805BInspire Fidelis Multi Factor ETF · $253M

+22.0%3 years · per year$18,174 · $18,222+22.1%

+11.3%5 years · per year$17,099 · […][…]

0.09%Expense ratio$9 · $66 on $10k · lower wins0.66%

1.03%12-mo yield$103 · $86 on $10k0.86%

−8.9%Worst dropSmaller wins−9.5%

13.6%VolatilityLower wins16.5%

4–1SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FDLS

2.3%AVGO0.9%

0.2%SNDK0.7%

0.2%VLO0.9%

0.1%EOG1.0%

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs FDLS

SPY

SPDR S&P 500

$17,099

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureSPYFDLS

Fee0.09%0.66%

Cost on $10k a year$9$66

Yield1.03%0.86%

5 years, per year+11.3%[…]

3 years, per year+22.0%+22.1%

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.6%16.5%

4–1measures won
SPY first

2.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPY, FDLS

Today

2.0%most shared, SPY and FDLS

SPYFDLS

SPY—2.0%

FDLS2.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FDLS$86 − $66 = $20

KeptFee

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