VUG vs FDLS

AVUG

BFDLS

Measures won2–3FDLS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.8%VUG and FDLS

VUG

FDLS

Vanguard Morningstar Growth ETF · $233BInspire Fidelis Multi Factor ETF · $256M

+22.6%3 years · per year$18,415 · $16,927+19.2%

+10.0%5 years · per year$16,124 · […][…]

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

0.42%12-mo yield$42 · $90 on $10k0.90%

−15.1%Worst dropSmaller wins−10.8%

19.0%VolatilityLower wins17.1%

2–3FDLS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FDLS

4.3%AVGO0.9%

0.7%SNDK0.6%

0.2%TER0.7%

0.1%SMCI0.7%

Held in common1.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.90%	0.0%	+10.3%	+12.7%	+19.2%	new	−10.8%	$256M

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

VUG vs FDLS

VUG

Vanguard Morningstar Growth

$16,124

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureVUGFDLS

Fee0.03%0.66%

Cost on $10k a year$3$66

Yield0.42%0.90%

5 years, per year+10.0%[…]

3 years, per year+22.6%+19.2%

Worst drop · 1Y−15.1%−10.8%

Volatility · 1Y19.0%17.1%

3–2measures won
FDLS first

1.8%

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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: VUG, FDLS, VTV

Today

1.9%most shared, VUG and VTV

VUGFDLSVTV

VUG—1.8%1.9%

FDLS1.8%—1.5%

VTV1.9%1.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VUG$42 − $3 = $39

FDLS$90 − $66 = $24

KeptFee

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