Compare · 3 funds side by side · dividends reinvested

IVV, FSMD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, FSMD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

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: IVV 2000 · FSMD 2019 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

FSMDMeasureVOO

+15.1%Year to dateJan 1 → Nov 9+11.3%

+19.1%1 yearTotal return+13.6%

+18.4%3 years · per year$10,000 became $16,609 · $18,159+22.0%

+8.7%5 years · per year$10,000 became $15,143 · $17,543+11.9%

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

1.29%Trailing 12-mo yield$129 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.7%

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

4–4Level

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 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%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common0.8%

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

FSMD vs VOO Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

FSMDVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs IVV

YTD

FidelityFSMD

+15.1%

IVViShares

+11.3%

+15.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.8%

1.3%Yield1.1%

$2.5BAssets$853B

3–1FSMD wins

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

Cost, Income and Risk

Fees: IVV, FSMD, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

FSMD0.15%$15

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

Yields: IVV, FSMD, VOO

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: IVV, FSMD, VOO

Today

92.7%most shared, IVV and VOO

IVVFSMDVOO

IVV—0.9%92.7%

FSMD0.9%—0.8%

VOO92.7%0.8%—

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

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

FSMDWorst drop−8.5%15.8% vol

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

Paid More vs Made More

YTD

FSMDIVV

+15.1%Year to date+11.3%

1.3%Yield1.1%

+19.1%Past year+13.6%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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%

$120BAssets$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