VTV vs FDLS5YVTVVTVAvsBFDLSFDLSVanguard Morningstar Value ETF · $196BInspire Fidelis Multi Factor ETF · $252MReturns · dividends in+21.4%3 years · per year$17,877 · $17,225+19.9%+12.3%5 years · per year$17,830 · […][…]Cost and income0.03%Expense ratio$3 · $66 on $10k · lower wins0.66%1.81%12-mo yield$181 · $87 on $10k
Overlap: VTV, FDLS, IJRToday4.0%most shared, FDLS and IJRVTVFDLSIJRVTV—1.5%0.0%FDLS1.5%—4.0%IJR0.0%4.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VTV vs FDLS5YAVTVVanguard Morningstar Value$17,830vsFDLSBInspire Fidelis Multi Factor[…]MeasureVTVFDLSFee0.03%0.66%Cost on $10k a year$3$66Yield1.81%0.87%5 years, per year+12.3%[…]3 years, per year+21.4%+19.9%Worst drop · 1Y−6.4%−10.8%Volatility · 1Y10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3BFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.5%+14.1%+15.2%+19.9%new−10.8%$252MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3BFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.5%+14.1%+15.2%+19.9%new−10.8%$252MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$196BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: VTV, FDLS, IJRToday4.0%most shared, FDLS and IJRVTVFDLSIJRVTV—1.5%0.0%FDLS1.5%—4.0%IJR0.0%4.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IJR$121 − $6 = $115FDLS$87 − $66 = $21KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee