Compare · 2 funds side by side · dividends reinvested

FSMD and JQUA

FSMDFidelity×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

FSMD and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.1

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.7%+18.7%+20.2%+9.1%−8.5%15.2%$2.5B1.9

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: FSMD 2019 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,470

FSMD

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

FSMDMeasureJQUA

+15.7%Year to dateJan 1 → Nov 3+20.2%

+18.7%1 yearTotal return+21.5%

+20.2%3 years · per year$10,000 became $17,357 · $18,844+23.5%

+9.1%5 years · per year$10,000 became $15,470 · $18,593+13.2%

0.15%Expense ratio$15 · $12 a year on $10k · lower is better0.12%

1.29%Trailing 12-mo yield$129 · $105 a year on $10k1.05%

−8.5%Worst dropSmaller is better−7.1%

15.2%VolatilityLower is calmer12.0%

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

1–7JQUA wins

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

More Ways to See the Pairs

FSMD vs JQUA: Top 5 Holdings

Today

FSMD

2.2%in top 5

JQUA

in top 59.9%

FSMDStockJQUA

not top 5AAPL2.1%

not top 5MSFT2.1%

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

0.6%Pnot top 5

0.4%THCnot top 5

0.4%GHnot top 5

0.4%PRnot top 5

0.4%INCYnot top 5

Held in common12.7%

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

FSMD vs JQUA Returns, Every Period

FidelityFSMD

+9.1%

5 years, per year

JQUAJ.P. Morgan

+13.2%

5 years, per year

FSMDJQUAFaded: behind in that period

0–4JQUA wins

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

FSMD vs JQUA

YTD

FidelityFSMD

+15.7%

JQUAJ.P. Morgan

+20.2%

+15.7%Year to date+20.2%

−8.5%Worst drop · 1Y−7.1%

15.2%Volatility · 1Y12.0%

1.3%Yield1.1%

$2.5BAssets$9.5B

3–1JQUA wins

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

Cost, Income and Risk

Fees: FSMD, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

FSMD0.15%$15

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

Yields: FSMD, JQUA

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

JQUA1.05%$105

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

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

JQUA$105 − $12 = $93

KeptFee

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

Overlap: FSMD, JQUA

Today

12.7%most shared, FSMD and JQUA

FSMDJQUA

FSMD—12.7%

JQUA12.7%—

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

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

JQUAWorst drop−7.1%12.0% vol

FSMDWorst drop−8.5%15.2% vol

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

Paid More vs Made More

YTD

FSMDJQUA

+15.7%Year to date+20.2%

1.3%Yield1.1%

+18.7%Past year+21.5%

0.15%Fee0.12%

3–1JQUA 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