Compare · 2 funds side by side · dividends reinvested

FSMD and VUG

FSMDFidelity×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

FSMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSMD 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FSMDMeasureVUG

+16.5%Year to dateJan 1 → Nov 4+6.3%

+19.4%1 yearTotal return+3.4%

+20.2%3 years · per year$10,000 became $17,362 · $19,712+25.4%

+9.6%5 years · per year$10,000 became $15,838 · $17,153+11.4%

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

1.28%Trailing 12-mo yield$128 · $40 a year on $10k0.40%

−8.5%Worst dropSmaller is better−16.1%

15.2%VolatilityLower is calmer18.2%

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

5–3FSMD 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 VUG: Top 5 Holdings

Today

FSMD

2.2%in top 5

VUG

in top 545.2%

FSMDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.1%

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

FSMD vs VUG Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

FSMDVUGFaded: behind in that period

2–2Level

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

FSMD vs VUG

YTD

FidelityFSMD

+16.5%

VUGVanguard

+6.3%

+16.5%Year to date+6.3%

−8.5%Worst drop · 1Y−16.1%

15.2%Volatility · 1Y18.2%

1.3%Yield0.4%

$2.5BAssets$233B

4–0FSMD wins

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

Cost, Income and Risk

Fees: FSMD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FSMD0.15%$15

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

Yields: FSMD, VUG

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

VUG0.40%$40

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

VUG$40 − $3 = $37

KeptFee

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

Overlap: FSMD, VUG

Today

0.1%most shared, FSMD and VUG

FSMDVUG

FSMD—0.1%

VUG0.1%—

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

FSMDWorst drop−8.5%15.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDVUG

+16.5%Year to date+6.3%

1.3%Yield0.4%

+19.4%Past year+3.4%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026