VUG vs FDLS

AVUG

BFDLS

Measures won2–3FDLS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

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 · $253M

+22.8%3 years · per year$18,532 · $18,222+22.1%

+9.9%5 years · per year$16,052 · […][…]

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

0.43%12-mo yield$43 · $86 on $10k0.86%

−15.1%Worst dropSmaller wins−9.5%

19.0%VolatilityLower wins16.5%

2–3FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FDLS

4.3%AVGO0.9%

0.7%SNDK0.7%

0.2%TER0.7%

0.1%SMCI0.7%

Held in common2.0%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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

VUG vs FDLS

VUG

Vanguard Morningstar Growth

$16,052

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVUGFDLS

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield0.43%0.86%

5 years, per year+9.9%[…]

3 years, per year+22.8%+22.1%

Worst drop · 1Y−15.1%−9.5%

Volatility · 1Y19.0%16.5%

3–2measures won
FDLS first

2.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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

Overlap: VUG, FDLS, IWF

Today

78.0%most shared, VUG and IWF

VUGFDLSIWF

VUG—2.0%78.0%

FDLS2.0%—2.0%

IWF78.0%2.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

FDLS$86 − $66 = $20

KeptFee

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