Compare · 2 funds side by side · dividends reinvested

USMV and FSMD

USMViShares×FSMDFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,837FSMD · best of the two

02 / 04

USMV and FSMD, 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

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.5B1.5

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: USMV 2011 · FSMD 2019

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

USMV

FSMD

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

USMVMeasureFSMD

+12.1%Year to dateJan 1 → Nov 4+16.5%

+14.3%1 yearTotal return+19.4%

+15.5%3 years · per year$10,000 became $15,388 · $17,362+20.2%

+8.1%5 years · per year$10,000 became $14,754 · $15,838+9.6%

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

1.35%Trailing 12-mo yield$135 · $128 a year on $10k1.28%

−6.5%Worst dropSmaller is better−8.5%

8.7%VolatilityLower is calmer15.2%

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

3–4FSMD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMV vs FSMD: Top 5 Holdings

Today

USMV

7.8%in top 5

FSMD

in top 52.2%

USMVStockFSMD

1.6%APHnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

not top 5P0.6%

not top 5GH0.4%

not top 5THC0.4%

not top 5RVTY0.4%

not top 5PR0.4%

Held in common1.5%

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

USMV vs FSMD Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

FSMDFidelity

+9.6%

5 years, per year

USMVFSMDFaded: behind in that period

0–4FSMD wins

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

USMV vs FSMD

YTD

iSharesUSMV

+12.1%

FSMDFidelity

+16.5%

+12.1%Year to date+16.5%

−6.5%Worst drop · 1Y−8.5%

8.7%Volatility · 1Y15.2%

1.3%Yield1.3%

$24.5BAssets$2.5B

2–1USMV wins

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

Cost, Income and Risk

Fees: USMV, FSMD

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

FSMD0.15%$15

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

Yields: USMV, FSMD

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

FSMD1.28%$128

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

FSMD$128 − $15 = $113

KeptFee

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

Overlap: USMV, FSMD

Today

1.5%most shared, USMV and FSMD

USMVFSMD

USMV—1.5%

FSMD1.5%—

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

USMVWorst drop−6.5%8.7% vol

FSMDWorst drop−8.5%15.2% vol

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

Paid More vs Made More

YTD

USMVFSMD

+12.1%Year to date+16.5%

1.3%Yield1.3%

+14.3%Past year+19.4%

0.15%Fee0.15%

2–0FSMD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026