VIG vs FDLS

AVIG

BFDLS

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.3%VIG and FDLS

VIG

FDLS

Vanguard Dividend Appreciation ETF · $109BInspire Fidelis Multi Factor ETF · $253M

+20.6%3 years · per year$17,533 · $18,222+22.1%

+11.2%5 years · per year$17,005 · […][…]

0.04%Expense ratio$4 · $66 on $10k · lower wins0.66%

1.44%12-mo yield$144 · $86 on $10k0.86%

−7.9%Worst dropSmaller wins−9.5%

10.2%VolatilityLower wins16.5%

4–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · FDLS

4.3%AVGO1.0%

0.2%MCHP1.1%

0.1%JBHT1.0%

0.0%JKHY1.1%

Held in common1.3%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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

VIG vs FDLS

VIG

Vanguard Dividend Appreciation

$17,005

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVIGFDLS

Fee0.04%0.66%

Cost on $10k a year$4$66

Yield1.44%0.86%

5 years, per year+11.2%[…]

3 years, per year+20.6%+22.1%

Worst drop · 1Y−7.9%−9.5%

Volatility · 1Y10.2%16.5%

4–1measures won
VIG first

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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: VIG, FDLS

Today

1.3%most shared, VIG and FDLS

VIGFDLS

VIG—1.3%

FDLS1.3%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FDLS$86 − $66 = $20

KeptFee

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