USMV vs FDLS

AUSMV

BFDLS

Measures won4–1USMV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · USMV $14,273

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common1.2%USMV and FDLS

USMV

FDLS

iShares MSCI USA Min Vol Factor ETF · $23.8BInspire Fidelis Multi Factor ETF · $256M

+14.2%3 years · per year$14,878 · $18,222+22.1%

+7.4%5 years · per year$14,273 · […][…]

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

1.39%12-mo yield$139 · $86 on $10k0.86%

−6.5%Worst dropSmaller wins−9.5%

9.1%VolatilityLower wins16.5%

4–1USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMV · FDLS

0.8%AVGO0.9%

0.2%EOG1.0%

0.1%SNDK0.7%

0.1%TER0.7%

Held in common1.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

USMV vs FDLS

USMV

iShares MSCI USA Min Vol Factor

$14,273

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureUSMVFDLS

Fee0.15%0.66%

Cost on $10k a year$15$66

Yield1.39%0.86%

5 years, per year+7.4%[…]

3 years, per year+14.2%+22.1%

Worst drop · 1Y−6.5%−9.5%

Volatility · 1Y9.1%16.5%

4–1measures won
USMV first

1.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMV, FDLS, VUG

Today

21.5%most shared, USMV and VUG

USMVFDLSVUG

USMV—1.2%21.5%

FDLS1.2%—2.0%

VUG21.5%2.0%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

VUG$43 − $3 = $40

FDLS$86 − $66 = $20

KeptFee

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