Compare · 2 funds side by side · dividends reinvested

FFSM and VO

FFSMFidelity×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,687FFSM · best of the two

02 / 04

FFSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.4

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.48%+13.4%+18.2%+21.7%+8.0%−13.0%18.6%$1.4B1.6

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: FFSM 2021 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.4B$14,687

FFSM

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FFSMMeasureVO

+13.4%Year to dateJan 1 → Nov 3+13.8%

+18.2%1 yearTotal return+13.9%

+21.7%3 years · per year$10,000 became $18,030 · $17,496+20.5%

+8.0%5 years · per year$10,000 became $14,687 · $13,977+6.9%

0.43%Expense ratio$43 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $135 a year on $10k1.35%

−13.0%Worst dropSmaller is better−8.2%

18.6%VolatilityLower is calmer12.4%

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

3–5VO wins

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

More Ways to See the Pairs

FFSM vs VO: Top 5 Holdings

Today

FFSM

8.1%in top 5

in top 55.3%

FFSMStockVO

1.7%ATInot top 5

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.5%

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

FFSM vs VO Returns, Every Period

FidelityFFSM

+8.0%

5 years, per year

VOVanguard

+6.9%

5 years, per year

FFSMVOFaded: behind in that period

3–1FFSM wins

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

FFSM vs VO

YTD

FidelityFFSM

+13.4%

VOVanguard

+13.8%

+13.4%Year to date+13.8%

−13.0%Worst drop · 1Y−8.2%

18.6%Volatility · 1Y12.4%

0.5%Yield1.3%

$1.4BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: FFSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

FFSM0.43%$43

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

Yields: FFSM, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

FFSM0.48%$48

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

FFSM$48 − $43 = $5

KeptFee

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

Overlap: FFSM, VO

Today

3.5%most shared, FFSM and VO

FFSMVO

FFSM—3.5%

VO3.5%—

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

Return vs Bumpiness: 2 ETFs

+18.2%FFSM, at 18.6% volatility

VOWorst drop−8.2%12.4% vol

FFSMWorst drop−13.0%18.6% vol

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

Paid More vs Made More

YTD

VOFFSM

+13.8%Year to date+13.4%

1.3%Yield0.5%

+13.9%Past year+18.2%

0.03%Fee0.43%

3–1VO 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