Compare · 2 funds side by side · dividends reinvested

FSMD and IJH

FSMDFidelity×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143FSMD · best of the two

02 / 04

FSMD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSMD 2019 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,143

FSMD

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 45.5% in common

FSMDMeasureIJH

+15.1%Year to dateJan 1 → Nov 9+13.6%

+19.1%1 yearTotal return+17.5%

+18.4%3 years · per year$10,000 became $16,609 · $15,960+16.9%

+8.7%5 years · per year$10,000 became $15,143 · $14,049+7.0%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.29%Trailing 12-mo yield$129 · $121 a year on $10k1.21%

−8.5%Worst dropSmaller is better−8.8%

15.8%VolatilityLower is calmer15.8%

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

6–1FSMD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMD vs IJH: Top 5 Holdings

Today

FSMD

2.1%in top 5

IJH

in top 53.5%

FSMDStockIJH

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

0.5%THC0.7%

0.5%Pnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common45.5%

End-of-day Nov 9, 2026 · share of each fund

FSMD vs IJH Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

IJHiShares

+7.0%

5 years, per year

FSMDIJHFaded: behind in that period

4–0FSMD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSMD vs IJH

YTD

FidelityFSMD

+15.1%

IJHiShares

+13.6%

+15.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.8%

1.3%Yield1.2%

$2.5BAssets$121B

3–0FSMD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FSMD0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSMD, IJH

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

IJH1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

FSMD$129 − $15 = $114

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSMD, IJH

Today

45.5%most shared, FSMD and IJH

FSMDIJH

FSMD—45.5%

IJH45.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%FSMD, at 15.8% volatility

IJHWorst drop−8.8%15.8% vol

FSMDWorst drop−8.5%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDIJH

+15.1%Year to date+13.6%

1.3%Yield1.2%

+19.1%Past year+17.5%

0.15%Fee0.05%

3–1FSMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026