Compare · 4 funds side by side · dividends reinvested

FSMD, VOO, VUG and IVV

FSMDFidelity×VOOVanguard×VUGVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

FSMD, VOO, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, 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 · VOO 2010 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

FSMD

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

FSMDMeasureVOO

+12.2%Year to dateJan 1 → Nov 6+8.7%

+14.6%1 yearTotal return+9.8%

+18.1%3 years · per year$10,000 became $16,462 · $18,079+21.8%

+8.5%5 years · per year$10,000 became $15,041 · $17,177+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer13.5%

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

4–4Level

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 VOO: Top 5 Holdings

Today

FSMD

2.1%in top 5

VOO

in top 528.3%

FSMDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 common0.8%

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

FSMD vs VOO Returns, Every Period

FidelityFSMD

+8.5%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

FSMDVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs IVV

YTD

FidelityFSMD

+12.2%

IVViShares

+8.7%

+12.2%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.6%

1.3%Yield1.1%

$2.5BAssets$853B

3–1FSMD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, VOO, VUG, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

IVV0.03%$3

FSMD0.15%$15

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

Yields: FSMD, VOO, VUG, IVV

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

IVV1.14%$114

VOO1.10%$110

VUG0.42%$42

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

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSMD, VOO, VUG, IVV

Today

92.2%most shared, VOO and IVV

FSMDVOOVUGIVV

FSMD—0.8%0.1%0.9%

VOO0.8%—58.2%92.2%

VUG0.1%58.2%—54.8%

IVV0.9%92.2%54.8%—

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

Return vs Bumpiness: 4 ETFs

+14.6%FSMD, at 15.6% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

FSMDWorst drop−8.5%15.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

FSMDIVV

+12.2%Year to date+8.7%

1.3%Yield1.1%

+14.6%Past year+9.8%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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