Compare · 3 funds side by side · dividends reinvested

FSMD, IQLT and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

FSMD, IQLT and IWF, 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%$2.5B1.5

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.35%+13.5%+18.1%+17.4%+7.7%−10.4%15.7%$13.8B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

Rank among the three1st → 3rdFee, 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 · IQLT 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.8B$14,457

IQLT

FSMD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IQLTMeasureFSMD

+13.5%Year to dateJan 1 → Nov 9+15.1%

+18.1%1 yearTotal return+19.1%

+17.4%3 years · per year$10,000 became $16,183 · $16,609+18.4%

+7.7%5 years · per year$10,000 became $14,457 · $15,143+8.7%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

2.35%Trailing 12-mo yield$235 · $129 a year on $10k1.29%

−10.4%Worst dropSmaller is better−8.5%

15.7%VolatilityLower is calmer15.8%

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

2–6FSMD wins

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

More Ways to See the Pairs

IQLT vs FSMD: Top 5 Holdings

Today

IQLT

13.9%in top 5

FSMD

in top 52.1%

IQLTStockFSMD

4.8%ASML.ASnot top 5

2.8%ALV.DEnot top 5

2.5%ROP.SWnot top 5

1.9%NESN.SWnot top 5

1.9%NOVN.SWnot top 5

not top 5P0.5%

not top 5THC0.5%

not top 5INCY0.4%

not top 5GH0.4%

not top 5EXEL0.4%

Held in common0.0%

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

IQLT vs FSMD Returns, Every Period

iSharesIQLT

+7.7%

5 years, per year

FSMDFidelity

+8.7%

5 years, per year

IQLTFSMDFaded: behind in that period

0–4FSMD wins

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

IQLT vs FSMD

YTD

iSharesIQLT

+13.5%

FSMDFidelity

+15.1%

+13.5%Year to date+15.1%

−10.4%Worst drop · 1Y−8.5%

15.7%Volatility · 1Y15.8%

2.4%Yield1.3%

$13.8BAssets$2.5B

2–2level

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

Cost, Income and Risk

Fees: FSMD, IQLT, IWF

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

IWF0.18%$18

IQLT0.30%$30

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

Yields: FSMD, IQLT, IWF

2.35%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.35%$235

FSMD1.29%$129

IWF0.38%$38

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

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

FSMD$129 − $15 = $114

IWF$38 − $18 = $20

KeptFee

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

Overlap: FSMD, IQLT, IWF

Today

1.4%most shared, FSMD and IWF

FSMDIQLTIWF

FSMD—0.0%1.4%

IQLT0.0%—0.0%

IWF1.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.1%FSMD, at 15.8% volatility

IQLTWorst drop−10.4%15.7% vol

FSMDWorst drop−8.5%15.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IQLTFSMD

+13.5%Year to date+15.1%

2.4%Yield1.3%

+18.1%Past year+19.1%

0.30%Fee0.15%

3–1FSMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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