VUG vs FDLS

AVUG

BFDLS

Measures won2–3FDLS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.86%FDLS · $86 on $10k

Smallest drop−9.5%FDLS · worst fall in 1Y

Held in common2.0%VUG and FDLS

VUG

FDLS

Vanguard Morningstar Growth ETF · $233BInspire Fidelis Multi Factor ETF · $252M

+25.4%3 years · per year$19,712 · $18,222+22.1%

+11.4%5 years · per year$17,153 · […][…]

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

0.40%12-mo yield$40 · $86 on $10k0.86%

−16.1%Worst dropSmaller wins−9.5%

18.2%VolatilityLower wins16.5%

2–3FDLS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · FDLS

4.3%AVGO1.0%

0.7%SNDK0.8%

0.2%TER0.8%

0.1%SMCI0.8%

Held in common2.0%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk		0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$252M

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

VUG vs FDLS

VUG

Vanguard Morningstar Growth

$17,153

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVUGFDLS

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield0.40%0.86%

5 years, per year+11.4%[…]

3 years, per year+25.4%+22.1%

Worst drop · 1Y−16.1%−9.5%

Volatility · 1Y18.2%16.5%

3–2measures won
FDLS first

2.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VUG, FDLS

Today

2.0%most shared, VUG and FDLS

VUGFDLS

VUG—2.0%

FDLS2.0%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

FDLS$86 − $66 = $20

KeptFee

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