Compare · 3 funds side by side · dividends reinvested

FSMD, SRHQ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

FSMD, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+28.7%+32.9%+23.2%[…]−7.5%14.9%$231M1.4

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.1%+15.6%+18.3%+8.5%−8.5%15.7%$2.5B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSMD 2019 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,023

FSMD

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

FSMDMeasureSRHQ

+12.1%Year to dateJan 1 → Nov 5+28.7%

+15.6%1 yearTotal return+32.9%

+18.3%3 years · per year$10,000 became $16,553 · $18,715+23.2%

+8.5%5 years · per year$10,000 became $15,023 · […][…]

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

1.33%Trailing 12-mo yield$133 · $68 a year on $10k0.68%

−8.5%Worst dropSmaller is better−7.5%

15.7%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 5, 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 511.5%

FSMDStockSRHQ

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.4%

not top 5CVLT2.2%

not top 5NSP2.0%

0.6%Pnot top 5

0.4%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%EXELnot top 5

Held in common6.8%

End-of-day Nov 5, 2026 · share of each fund

FSMD vs SRHQ Returns, Every Period

FidelityFSMD

+15.6%

past year

SRHQSRH

+32.9%

past year

FSMDSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSMD vs SRHQ

YTD

FidelityFSMD

+12.1%

SRHQSRH

+28.7%

+12.1%Year to date+28.7%

−8.5%Worst drop · 1Y−7.5%

15.7%Volatility · 1Y14.9%

1.3%Yield0.7%

$2.5BAssets$231M

3–1SRHQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FSMD0.15%$15

SRHQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSMD, SRHQ, VUG

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

SRHQ0.68%$68

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

VUG$43 − $3 = $40

SRHQ$68 − $35 = $33

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSMD, SRHQ, VUG

Today

6.8%most shared, FSMD and SRHQ

FSMDSRHQVUG

FSMD—6.8%0.1%

SRHQ6.8%—0.2%

VUG0.1%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.9%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

FSMDWorst drop−8.5%15.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDSRHQ

+12.1%Year to date+28.7%

1.3%Yield0.7%

+15.6%Past year+32.9%

0.15%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026