Compare · 2 funds side by side · dividends reinvested

FSMD and USMV

FSMDFidelity×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,470FSMD · best of the two

02 / 04

FSMD and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.7%+18.7%+20.2%+9.1%−8.5%15.2%$2.5B1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FSMD 2019 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,470

FSMD

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

FSMDMeasureUSMV

+15.7%Year to dateJan 1 → Nov 3+10.2%

+18.7%1 yearTotal return+11.9%

+20.2%3 years · per year$10,000 became $17,357 · $15,272+15.2%

+9.1%5 years · per year$10,000 became $15,470 · $14,352+7.5%

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

1.29%Trailing 12-mo yield$129 · $137 a year on $10k1.37%

−8.5%Worst dropSmaller is better−6.5%

15.2%VolatilityLower is calmer8.6%

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

4–3FSMD wins

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

More Ways to See the Pairs

FSMD vs USMV: Top 5 Holdings

Today

FSMD

2.2%in top 5

USMV

in top 57.7%

FSMDStockUSMV

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

0.6%Pnot top 5

0.4%THCnot top 5

0.4%GHnot top 5

0.4%PRnot top 5

0.4%INCYnot top 5

Held in common1.5%

End-of-day Nov 3, 2026 · share of each fund

FSMD vs USMV Returns, Every Period

FidelityFSMD

+9.1%

5 years, per year

USMViShares

+7.5%

5 years, per year

FSMDUSMVFaded: behind in that period

4–0FSMD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FSMD vs USMV

YTD

FidelityFSMD

+15.7%

USMViShares

+10.2%

+15.7%Year to date+10.2%

−8.5%Worst drop · 1Y−6.5%

15.2%Volatility · 1Y8.6%

1.3%Yield1.4%

$2.5BAssets$24.1B

3–1USMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, USMV

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

USMV0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FSMD, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

FSMD1.29%$129

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

FSMD$129 − $15 = $114

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FSMD, USMV

Today

1.5%most shared, FSMD and USMV

FSMDUSMV

FSMD—1.5%

USMV1.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%FSMD, at 15.2% volatility

USMVWorst drop−6.5%8.6% vol

FSMDWorst drop−8.5%15.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFSMD

+10.2%Year to date+15.7%

1.4%Yield1.3%

+11.9%Past year+18.7%

0.15%Fee0.15%

2–1FSMD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026