USMV vs FDLS

AUSMV

BFDLS

Measures won4–1USMV wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · USMV $14,429

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common1.2%USMV and FDLS

iShares MSCI USA Min Vol Factor ETF · $24.5BInspire Fidelis Multi Factor ETF · $251M

+13.9%3 years · per year$14,788 · $17,167+19.7%

+7.6%5 years · per year$14,429 · […][…]

0.15%Expense ratio$15 · $66 on $10k · lower wins0.66%

1.36%12-mo yield$136 · $87 on $10k

Cards for this view

USMV

iShares MSCI USA Min Vol Factor

$14,429

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureUSMVFDLS

Fee0.15%0.66%

Cost on $10k a year$15$66

Yield1.36%0.87%

5 years, per year+7.6%[…]

3 years, per year+13.9%+19.7%

Worst drop · 1Y−6.5%−10.8%

Volatility · 1Y9.3%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.36%	−0.2%	+11.6%	+11.9%	+13.9%	+7.6%	−6.5%	$24.5B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$251M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.36%	−0.2%	+11.6%	+11.9%	+13.9%	+7.6%	−6.5%	$24.5B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$251M

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