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$15,143FSMD · 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%0.68%+29.1%+33.3%+22.4%[…]−7.5%14.9%$228M1.3

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$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 9, 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$15,143

FSMD

SRHQ

SRH U.S. Quality GARP ETF · $228M[…]

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

FSMDMeasureSRHQ

+15.1%Year to dateJan 1 → Nov 9+29.1%

+19.1%1 yearTotal return+33.3%

+18.4%3 years · per year$10,000 became $16,609 · $18,327+22.4%

+8.7%5 years · per year$10,000 became $15,143 · […][…]

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

1.29%Trailing 12-mo yield$129 · $68 a year on $10k0.68%

−8.5%Worst dropSmaller is better−7.5%

15.8%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 9, 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 5HUM2.7%

not top 5QLYS2.3%

not top 5CNC2.3%

not top 5CVLT2.2%

not top 5NSP2.0%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common6.8%

End-of-day Nov 9, 2026 · share of each fund

FSMD vs SRHQ Returns, Every Period

FidelityFSMD

+19.1%

past year

SRHQSRH

+33.3%

past year

FSMDSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSMD vs SRHQ

YTD

FidelityFSMD

+15.1%

SRHQSRH

+29.1%

+15.1%Year to date+29.1%

−8.5%Worst drop · 1Y−7.5%

15.8%Volatility · 1Y14.9%

1.3%Yield0.7%

$2.5BAssets$228M

3–1SRHQ wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: FSMD, SRHQ

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

SRHQ0.68%$68

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

SRHQ$68 − $35 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSMD, SRHQ

Today

6.8%most shared, FSMD and SRHQ

FSMDSRHQ

FSMD—6.8%

SRHQ6.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.3%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

FSMDWorst drop−8.5%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDSRHQ

+15.1%Year to date+29.1%

1.3%Yield0.7%

+19.1%Past year+33.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026