VO vs FDLS

AVO

BFDLS

Measures won4–1VO wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common3.7%VO and FDLS

FDLS

Vanguard Morningstar Mid-Cap ETF · $103BInspire Fidelis Multi Factor ETF · $243M

+18.6%3 years · per year$16,701 · $16,927+19.2%

+6.3%5 years · per year$13,590 · […][…]

0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%

1.39%12-mo yield$139 · $90 on $10k0.90%

−8.2%Worst dropSmaller wins−10.8%

12.9%VolatilityLower wins17.1%

4–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · FDLS

1.1%VLO0.9%

0.6%TER0.7%

0.5%CRH1.2%

0.5%DVN0.9%

Held in common3.7%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs FDLS

Vanguard Morningstar Mid-Cap

$13,590

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVOFDLS

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield1.39%0.90%

5 years, per year+6.3%[…]

3 years, per year+18.6%+19.2%

Worst drop · 1Y−8.2%−10.8%

Volatility · 1Y12.9%17.1%

4–1measures won
VO first

3.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VO, FDLS, IWF

Today

9.2%most shared, VO and IWF

VOFDLSIWF

VO—3.7%9.2%

FDLS3.7%—1.9%

IWF9.2%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FDLS$90 − $66 = $24

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee