Compare · 2 funds side by side · dividends reinvested

FLRG and USMV

FLRGFidelity×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,634FLRG · best of the two

02 / 04

FLRG and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.4

Fidelity U.S. Multifactor ETFUS Stock Styles · Factor0.15%1.40%+11.9%+12.8%+20.7%+12.0%−7.1%10.5%$289M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FLRG 2020 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity U.S. Multifactor ETF · $289M$17,634

FLRG

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

FLRGMeasureUSMV

+11.9%Year to dateJan 1 → Nov 4+12.1%

+12.8%1 yearTotal return+14.3%

+20.7%3 years · per year$10,000 became $17,605 · $15,388+15.5%

+12.0%5 years · per year$10,000 became $17,634 · $14,754+8.1%

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

1.40%Trailing 12-mo yield$140 · $135 a year on $10k1.35%

−7.1%Worst dropSmaller is better−6.5%

10.5%VolatilityLower is calmer8.7%

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

3–4USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FLRG vs USMV: Top 5 Holdings

Today

FLRG

27.1%in top 5

USMV

in top 57.8%

FLRGStockUSMV

7.3%NVDAnot top 5

7.1%AAPLnot top 5

5.7%MSFT1.6%

4.5%GOOGLnot top 5

2.4%AVGOnot top 5

not top 5APH1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common28.1%

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

FLRG vs USMV Returns, Every Period

FidelityFLRG

+12.0%

5 years, per year

USMViShares

+8.1%

5 years, per year

FLRGUSMVFaded: behind in that period

2–2Level

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

FLRG vs USMV

YTD

FidelityFLRG

+11.9%

USMViShares

+12.1%

+11.9%Year to date+12.1%

−7.1%Worst drop · 1Y−6.5%

10.5%Volatility · 1Y8.7%

1.4%Yield1.3%

$289MAssets$24.1B

3–1USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLRG, USMV

Today

0.15%lowest, FLRG

FundExpense ratioFee$10k

FLRG0.15%$15

USMV0.15%$15

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

Yields: FLRG, USMV

1.40%highest, FLRG

FundTrailing yieldYield$10k

FLRG1.40%$140

USMV1.35%$135

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

Income After Fees on $10,000

$125most kept, FLRG

FLRG$140 − $15 = $125

USMV$135 − $15 = $120

KeptFee

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

Overlap: FLRG, USMV

Today

28.1%most shared, FLRG and USMV

FLRGUSMV

FLRG—28.1%

USMV28.1%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

FLRGWorst drop−7.1%10.5% vol

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

Paid More vs Made More

YTD

FLRGUSMV

+11.9%Year to date+12.1%

1.4%Yield1.3%

+12.8%Past year+14.3%

0.15%Fee0.15%

2–1USMV 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