Compare · 2 funds side by side · dividends reinvested

FSMD and MTUM

FSMDFidelity×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,837FSMD · best of the two

02 / 04

FSMD and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSMD 2019 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,837

FSMD

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,425

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FSMDMeasureMTUM

+16.5%Year to dateJan 1 → Nov 4+9.4%

+19.4%1 yearTotal return+8.4%

+20.2%3 years · per year$10,000 became $17,362 · $20,414+26.9%

+9.6%5 years · per year$10,000 became $15,838 · $15,425+9.1%

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

1.28%Trailing 12-mo yield$128 · $68 a year on $10k0.68%

−8.5%Worst dropSmaller is better−20.8%

15.2%VolatilityLower is calmer27.9%

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

6–1FSMD wins

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

More Ways to See the Pairs

FSMD vs MTUM: Top 5 Holdings

Today

FSMD

2.2%in top 5

MTUM

in top 521.0%

FSMDStockMTUM

not top 5AMD5.6%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

0.6%Pnot top 5

0.4%GHnot top 5

0.4%THCnot top 5

0.4%RVTYnot top 5

0.4%PRnot top 5

Held in common0.2%

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

FSMD vs MTUM Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

FSMDMTUMFaded: behind in that period

3–1FSMD wins

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

FSMD vs MTUM

YTD

FidelityFSMD

+16.5%

MTUMiShares

+9.4%

+16.5%Year to date+9.4%

−8.5%Worst drop · 1Y−20.8%

15.2%Volatility · 1Y27.9%

1.3%Yield0.7%

$2.5BAssets$17.4B

4–0FSMD wins

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

Cost, Income and Risk

Fees: FSMD, MTUM

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

MTUM0.15%$15

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

Yields: FSMD, MTUM

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

MTUM0.68%$68

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

MTUM$68 − $15 = $53

KeptFee

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

Overlap: FSMD, MTUM

Today

0.2%most shared, FSMD and MTUM

FSMDMTUM

FSMD—0.2%

MTUM0.2%—

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

Return vs Bumpiness: 2 ETFs

+19.4%FSMD, at 15.2% volatility

FSMDWorst drop−8.5%15.2% vol

MTUMWorst drop−20.8%27.9% vol

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

Paid More vs Made More

YTD

FSMDMTUM

+16.5%Year to date+9.4%

1.3%Yield0.7%

+19.4%Past year+8.4%

0.15%Fee0.15%

3–0FSMD 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