Compare · 2 funds side by side · dividends reinvested

FSMD and SRHQ

FSMDFidelity×SRHQSRH×

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 SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.67%+30.7%+33.4%+24.4%[…]−7.5%14.8%$224M1.3

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.6

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 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

FSMDMeasureSRHQ

+16.5%Year to dateJan 1 → Nov 4+30.7%

+19.4%1 yearTotal return+33.4%

+20.2%3 years · per year$10,000 became $17,362 · $19,230+24.4%

+9.6%5 years · per year$10,000 became $15,838 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.28%Trailing 12-mo yield$128 · $67 a year on $10k0.67%

−8.5%Worst dropSmaller is better−7.5%

15.2%VolatilityLower is calmer14.8%

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

2–5SRHQ 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 SRHQ: Top 5 Holdings

Today

FSMD

2.2%in top 5

SRHQ

in top 511.4%

FSMDStockSRHQ

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

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 common6.7%

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

FSMD vs SRHQ Returns, Every Period

FidelityFSMD

+19.4%

past year

SRHQSRH

+33.4%

past year

FSMDSRHQFaded: behind in that period

0–3SRHQ wins

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

FSMD vs SRHQ

YTD

FidelityFSMD

+16.5%

SRHQSRH

+30.7%

+16.5%Year to date+30.7%

−8.5%Worst drop · 1Y−7.5%

15.2%Volatility · 1Y14.8%

1.3%Yield0.7%

$2.5BAssets$224M

3–1SRHQ wins

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

Cost, Income and Risk

Fees: FSMD, SRHQ

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

SRHQ0.35%$35

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

Yields: FSMD, SRHQ

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

SRHQ0.67%$67

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

SRHQ$67 − $35 = $32

KeptFee

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

Overlap: FSMD, SRHQ

Today

6.7%most shared, FSMD and SRHQ

FSMDSRHQ

FSMD—6.7%

SRHQ6.7%—

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

Return vs Bumpiness: 2 ETFs

+33.4%SRHQ, at 14.8% volatility

SRHQWorst drop−7.5%14.8% vol

FSMDWorst drop−8.5%15.2% vol

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

Paid More vs Made More

YTD

FSMDSRHQ

+16.5%Year to date+30.7%

1.3%Yield0.7%

+19.4%Past year+33.4%

0.15%Fee0.35%

2–2level

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