Compare · 2 funds side by side · dividends reinvested

FSMD and VIG

FSMDFidelity×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

FSMD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

FSMDMeasureVIG

+16.5%Year to dateJan 1 → Nov 4+16.4%

+19.4%1 yearTotal return+18.9%

+20.2%3 years · per year$10,000 became $17,362 · $17,533+20.6%

+9.6%5 years · per year$10,000 became $15,838 · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.28%Trailing 12-mo yield$128 · $144 a year on $10k1.44%

−8.5%Worst dropSmaller is better−7.9%

15.2%VolatilityLower is calmer10.2%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

FSMD

2.2%in top 5

VIG

in top 522.1%

FSMDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common2.8%

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

FSMD vs VIG Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FSMDVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: FSMD vs VIG

YTD

FidelityFSMD

+16.5%

VIGVanguard

+16.4%

+16.5%Year to date+16.4%

−8.5%Worst drop · 1Y−7.9%

15.2%Volatility · 1Y10.2%

1.3%Yield1.4%

$2.5BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FSMD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FSMD0.15%$15

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

Yields: FSMD, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FSMD1.28%$128

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FSMD$128 − $15 = $113

KeptFee

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

Overlap: FSMD, VIG

Today

2.8%most shared, FSMD and VIG

FSMDVIG

FSMD—2.8%

VIG2.8%—

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

Return vs Bumpiness: 2 ETFs

+19.4%FSMD, at 15.2% volatility

VIGWorst drop−7.9%10.2% 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

VIGFSMD

+16.4%Year to date+16.5%

1.4%Yield1.3%

+18.9%Past year+19.4%

0.04%Fee0.15%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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