Compare · 2 funds side by side · dividends reinvested

FDLO and USMV

FDLOFidelity×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,921FDLO · best of the two

02 / 04

FDLO and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Low Volatility Factor ETF US Stock Styles · Factor0.15%1.33%+13.0%+15.0%+17.9%+9.7%−7.1%9.1%$1.4B1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.5

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: FDLO 2016 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Low Volatility Factor ETF · $1.4B$15,921

FDLO

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

FDLOMeasureUSMV

+13.0%Year to dateJan 1 → Nov 3+10.2%

+15.0%1 yearTotal return+11.9%

+17.9%3 years · per year$10,000 became $16,375 · $15,272+15.2%

+9.7%5 years · per year$10,000 became $15,921 · $14,352+7.5%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

1.33%Trailing 12-mo yield$133 · $137 a year on $10k1.37%

−7.1%Worst dropSmaller is better−6.5%

9.1%VolatilityLower is calmer8.6%

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

4–3FDLO wins

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

More Ways to See the Pairs

FDLO vs USMV: Top 5 Holdings

Today

FDLO

25.3%in top 5

USMV

in top 57.7%

FDLOStockUSMV

8.2%AAPLnot top 5

6.4%MSFT1.6%

4.2%GOOGLnot top 5

3.4%AMZNnot top 5

3.1%AVGOnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common41.4%

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

FDLO vs USMV Returns, Every Period

FidelityFDLO

+9.7%

5 years, per year

USMViShares

+7.5%

5 years, per year

FDLOUSMVFaded: behind in that period

4–0FDLO wins

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

FDLO vs USMV

YTD

FidelityFDLO

+13.0%

USMViShares

+10.2%

+13.0%Year to date+10.2%

−7.1%Worst drop · 1Y−6.5%

9.1%Volatility · 1Y8.6%

1.3%Yield1.4%

$1.4BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: FDLO, USMV

Today

0.15%lowest, FDLO

FundExpense ratioFee$10k

FDLO0.15%$15

USMV0.15%$15

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

Yields: FDLO, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

FDLO1.33%$133

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

FDLO$133 − $15 = $118

KeptFee

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

Overlap: FDLO, USMV

Today

41.4%most shared, FDLO and USMV

FDLOUSMV

FDLO—41.4%

USMV41.4%—

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

Return vs Bumpiness: 2 ETFs

+15.0%FDLO, at 9.1% volatility

USMVWorst drop−6.5%8.6% vol

FDLOWorst drop−7.1%9.1% vol

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

Paid More vs Made More

YTD

USMVFDLO

+10.2%Year to date+13.0%

1.4%Yield1.3%

+11.9%Past year+15.0%

0.15%Fee0.15%

2–1FDLO 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