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$16,243VIG · 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%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.8

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

End-of-day Nov 6, 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$15,041

FSMD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

FSMDMeasureVIG

+12.2%Year to dateJan 1 → Nov 6+12.1%

+14.6%1 yearTotal return+14.3%

+18.1%3 years · per year$10,000 became $16,462 · $16,669+18.6%

+8.5%5 years · per year$10,000 became $15,041 · $16,243+10.2%

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

1.33%Trailing 12-mo yield$133 · $150 a year on $10k1.50%

−8.5%Worst dropSmaller is better−7.9%

15.6%VolatilityLower is calmer10.8%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

FSMD

2.1%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%

0.5%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 common2.8%

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

FSMD vs VIG Returns, Every Period

FidelityFSMD

+8.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

FSMDVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: FSMD vs VIG

YTD

FidelityFSMD

+12.2%

VIGVanguard

+12.1%

+12.2%Year to date+12.1%

−8.5%Worst drop · 1Y−7.9%

15.6%Volatility · 1Y10.8%

1.3%Yield1.5%

$2.5BAssets$109B

3–1VIG wins

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

Yields: FSMD, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

FSMD1.33%$133

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FSMD$133 − $15 = $118

KeptFee

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

Return vs Bumpiness: 2 ETFs

+14.6%FSMD, at 15.6% volatility

VIGWorst drop−7.9%10.8% vol

FSMDWorst drop−8.5%15.6% vol

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

Paid More vs Made More

YTD

VIGFSMD

+12.1%Year to date+12.2%

1.5%Yield1.3%

+14.3%Past year+14.6%

0.04%Fee0.15%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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