Compare EQTY and FMDE

EQTY and FMDE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Mid Cap ETFUS Stock Styles · Mid cap0.23%1.03%+16.8%+18.6%[…][…]−8.3%13.3%$8.1B1.2

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+12.7%+17.5%+20.9%[…]−11.9%13.0%$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 4, 2026 · returns include dividends · since: EQTY 2011 · FMDE 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Kovitz Core Equity ETF · $1.4B[…]

EQTY

FMDE

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

EQTYMeasureFMDE

+12.7%Year to dateJan 1 → Nov 4+16.8%

+17.5%1 yearTotal return+18.6%

+20.9%3 years · per year$10,000 became $17,686 · […][…]

[…]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 · $103 a year on $10k1.03%

−11.9%Worst dropSmaller is better−8.3%

13.0%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 4, 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 5AME0.9%

Held in common2.0%

End-of-day Nov 4, 2026 · share of each fund

EQTY vs FMDE Returns, Every Period

1Y

KovitzEQTY

+17.5%

past year

FMDEFidelity

+18.6%

past year

EQTYFMDEFaded: behind in that period

0–2FMDE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EQTY vs FMDE

YTD

KovitzEQTY

+12.7%

FMDEFidelity

+16.8%

+12.7%Year to date+16.8%

−11.9%Worst drop · 1Y−8.3%

13.0%Volatility · 1Y13.3%

0.0%Yield1.0%

$1.4BAssets$8.1B

3–1FMDE wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: EQTY, FMDE

1Y

1.03%highest, FMDE

FundTrailing yieldYield$10k

FMDE1.03%$103

EQTY0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$80most kept, FMDE

FMDE$103 − $23 = $80

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, FMDE

Today

2.0%most shared, EQTY and FMDE

EQTYFMDE

EQTY—2.0%

FMDE2.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+18.6%FMDE, at 13.3% volatility

EQTYWorst drop−11.9%13.0% vol

FMDEWorst drop−8.3%13.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FMDEEQTY

+16.8%Year to date+12.7%

1.0%Yield0.0%

+18.6%Past year+17.5%

0.23%Fee0.99%

4–0FMDE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026