VIG vs FDLS

AVIG

BFDLS

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.3%VIG and FDLS

VIG

FDLS

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

+18.9%3 years · per year$16,814 · $18,222+22.1%

+10.3%5 years · per year$16,331 · […][…]

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

1.49%12-mo yield$149 · $86 on $10k0.86%

−7.9%Worst dropSmaller wins−9.5%

10.8%VolatilityLower wins16.5%

4–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FDLS

4.3%AVGO0.9%

0.2%MCHP1.1%

0.1%JBHT1.0%

0.0%JKHY1.2%

Held in common1.3%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	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

VIG vs FDLS

VIG

Vanguard Dividend Appreciation

$16,331

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVIGFDLS

Fee0.04%0.66%

Cost on $10k a year$4$66

Yield1.49%0.86%

5 years, per year+10.3%[…]

3 years, per year+18.9%+22.1%

Worst drop · 1Y−7.9%−9.5%

Volatility · 1Y10.8%16.5%

4–1measures won
VIG first

1.3%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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

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

Overlap: VIG, FDLS, SCHD

Today

14.5%most shared, VIG and SCHD

VIGFDLSSCHD

VIG—1.3%14.5%

FDLS1.3%—2.3%

SCHD14.5%2.3%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FDLS$86 − $66 = $20

KeptFee

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