Compare · 2 funds side by side · dividends reinvested

EQTY and FMDE

EQTYKovitz×FMDEFidelity×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,507EQTY · best of the two

02 / 04

EQTY and FMDE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Mid Cap ETFUS Stock Styles · Mid cap0.23%1.04%+15.7%+18.1%[…][…]−8.3%13.3%$8.1B1.2

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EQTY 2011 · FMDE 2007

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

FMDE

Fidelity Enhanced Mid Cap ETF · $8.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

EQTYMeasureFMDE

+10.1%Year to dateJan 1 → Nov 3+15.7%

+14.3%1 yearTotal return+18.1%

+20.5%3 years · per year$10,000 became $17,507 · […][…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $23 a year on $10k · lower is better0.23%

0.02%Trailing 12-mo yield$2 · $104 a year on $10k1.04%

−11.9%Worst dropSmaller is better−8.3%

12.8%VolatilityLower is calmer13.3%

EQTYFMDE Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FMDE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQTY vs FMDE: Top 5 Holdings

Today

EQTY

23.3%in top 5

FMDE

in top 55.1%

EQTYStockFMDE

5.4%GOOGnot top 5

4.8%AMZNnot top 5

4.5%ICEnot top 5

4.4%BDXAnot top 5

4.2%PMnot top 5

not top 5MPC1.3%

not top 5ALL1.0%

not top 5NUE1.0%

not top 5LHX0.9%

not top 5SNOW0.9%

Held in common2.2%

End-of-day Nov 3, 2026 · share of each fund

EQTY vs FMDE Returns, Every Period

KovitzEQTY

+14.3%

past year

FMDEFidelity

+18.1%

past year

EQTYFMDEFaded: behind in that period

0–2FMDE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EQTY vs FMDE

YTD

KovitzEQTY

+10.1%

FMDEFidelity

+15.7%

+10.1%Year to date+15.7%

−11.9%Worst drop · 1Y−8.3%

12.8%Volatility · 1Y13.3%

0.0%Yield1.0%

$1.4BAssets$8.1B

3–1FMDE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQTY, FMDE

Today

0.23%lowest, FMDE

FundExpense ratioFee$10k

FMDE0.23%$23

EQTY0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EQTY, FMDE

1.04%highest, FMDE

FundTrailing yieldYield$10k

FMDE1.04%$104

EQTY0.02%$2

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, FMDE

FMDE$104 − $23 = $81

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EQTY, FMDE

Today

2.2%most shared, EQTY and FMDE

EQTYFMDE

EQTY—2.2%

FMDE2.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%FMDE, at 13.3% volatility

EQTYWorst drop−11.9%12.8% vol

FMDEWorst drop−8.3%13.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FMDEEQTY

+15.7%Year to date+10.1%

1.0%Yield0.0%

+18.1%Past year+14.3%

0.23%Fee0.99%

4–0FMDE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026