Compare · 3 funds side by side · dividends reinvested

IQLT, FSMD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

IQLT, FSMD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B1.5

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.35%+13.5%+18.1%+17.4%+7.7%−10.4%15.7%$13.8B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IQLT 2015 · FSMD 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,143

FSMD

IQLT

iShares MSCI Intl Quality Factor ETF · $13.8B$14,457

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSMDMeasureIQLT

+15.1%Year to dateJan 1 → Nov 9+13.5%

+19.1%1 yearTotal return+18.1%

+18.4%3 years · per year$10,000 became $16,609 · $16,183+17.4%

+8.7%5 years · per year$10,000 became $15,143 · $14,457+7.7%

0.15%Expense ratio$15 · $30 a year on $10k · lower is better0.30%

1.29%Trailing 12-mo yield$129 · $235 a year on $10k2.35%

−8.5%Worst dropSmaller is better−10.4%

15.8%VolatilityLower is calmer15.7%

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

6–2FSMD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMD vs IQLT: Top 5 Holdings

Today

FSMD

2.1%in top 5

IQLT

in top 513.9%

FSMDStockIQLT

not top 5ASML.AS4.8%

not top 5ALV.DE2.8%

not top 5ROP.SW2.5%

not top 5NESN.SW1.9%

not top 5NOVN.SW1.9%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FSMD vs IQLT Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

IQLTiShares

+7.7%

5 years, per year

FSMDIQLTFaded: behind in that period

4–0FSMD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSMD vs IQLT

YTD

FidelityFSMD

+15.1%

IQLTiShares

+13.5%

+15.1%Year to date+13.5%

−8.5%Worst drop · 1Y−10.4%

15.8%Volatility · 1Y15.7%

1.3%Yield2.4%

$2.5BAssets$13.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, FSMD, IWF

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

IWF0.18%$18

IQLT0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IQLT, FSMD, IWF

2.35%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.35%$235

FSMD1.29%$129

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

FSMD$129 − $15 = $114

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IQLT, FSMD, IWF

Today

1.4%most shared, FSMD and IWF

IQLTFSMDIWF

IQLT—0.0%0.0%

FSMD0.0%—1.4%

IWF0.0%1.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%FSMD, at 15.8% volatility

IQLTWorst drop−10.4%15.7% vol

FSMDWorst drop−8.5%15.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTFSMD

+13.5%Year to date+15.1%

2.4%Yield1.3%

+18.1%Past year+19.1%

0.30%Fee0.15%

3–1FSMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026