Compare · 3 funds side by side · dividends reinvested

FSMD, SRHQ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

FSMD, SRHQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.2%+30.1%+22.6%[…]−7.5%14.9%$231M1.4

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FSMD 2019 · SRHQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

FSMD

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

FSMDMeasureSRHQ

+12.2%Year to dateJan 1 → Nov 6+27.2%

+14.6%1 yearTotal return+30.1%

+18.1%3 years · per year$10,000 became $16,462 · $18,443+22.6%

+8.5%5 years · per year$10,000 became $15,041 · […][…]

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

1.33%Trailing 12-mo yield$133 · $69 a year on $10k0.69%

−8.5%Worst dropSmaller is better−7.5%

15.6%VolatilityLower is calmer14.9%

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

2–5SRHQ wins

End-of-day Nov 6, 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

2.1%in top 5

SRHQ

in top 511.4%

FSMDStockSRHQ

not top 5HUM2.5%

not top 5QLYS2.4%

not top 5CNC2.4%

not top 5CVLT2.1%

not top 5NSP2.0%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%Lnot top 5

Held in common6.9%

End-of-day Nov 6, 2026 · share of each fund

FSMD vs SRHQ Returns, Every Period

FidelityFSMD

+14.6%

past year

SRHQSRH

+30.1%

past year

FSMDSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FSMD vs SRHQ

YTD

FidelityFSMD

+12.2%

SRHQSRH

+27.2%

+12.2%Year to date+27.2%

−8.5%Worst drop · 1Y−7.5%

15.6%Volatility · 1Y14.9%

1.3%Yield0.7%

$2.5BAssets$231M

3–1SRHQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, SRHQ, IWF

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

IWF0.18%$18

SRHQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSMD, SRHQ, IWF

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

SRHQ0.69%$69

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

SRHQ$69 − $35 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSMD, SRHQ, IWF

Today

6.9%most shared, FSMD and SRHQ

FSMDSRHQIWF

FSMD—6.9%1.4%

SRHQ6.9%—2.0%

IWF1.4%2.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

FSMDWorst drop−8.5%15.6% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDSRHQ

+12.2%Year to date+27.2%

1.3%Yield0.7%

+14.6%Past year+30.1%

0.15%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026