Compare · 3 funds side by side · dividends reinvested

USMV, FSMD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeUSMV · 1.37% · $137 a year on $10k

Story of the three · RiskSmallest drop

USMV, 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%+18.0%+17.6%+8.7%−8.5%15.8%$2.5B1.6

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.8%+12.6%+13.7%+7.5%−6.5%9.2%$24.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: USMV 2011 · FSMD 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Min Vol Factor ETF · $24.3B$14,373

USMV

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$15,146

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

USMV

More Ways to See the Pairs

USMV vs FSMD: Top 5 Holdings

Today

USMV

8.0%in top 5

FSMD

in top 52.1%

USMVStockFSMD

1.7%MSFTnot top 5

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%MCKnot top 5

1.5%WELLnot top 5

Cost, Income and Risk

Fees: USMV, FSMD, IWF

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

FSMD0.15%$15

IWF0.18%$18

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

Yields: USMV, FSMD, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

FSMD

+10.8%Year to dateJan 1 → Nov 10+15.1%

+12.6%1 yearTotal return+18.0%

+13.7%3 years · per year$10,000 became $14,688 · $16,243+17.6%

+7.5%5 years · per year$10,000 became $14,373 · $15,146+8.7%

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

1.37%Trailing 12-mo yield$137 · $129 a year on $10k1.29%

−6.5%Worst dropSmaller is better−8.5%

9.2%VolatilityLower is calmer15.8%

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

3–4FSMD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5P0.6%

not top 5THC0.5%

not top 5GH0.4%

not top 5INCY0.4%

not top 5RVTY0.4%

Held in common1.6%

End-of-day Nov 10, 2026 · share of each fund

USMV vs FSMD Returns, Every Period

5Y

iSharesUSMV

+7.5%

5 years, per year

FSMDFidelity

+8.7%

5 years, per year

USMVFSMDFaded: behind in that period

0–4FSMD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

USMV vs FSMD

YTD

iSharesUSMV

+10.8%

FSMDFidelity

+15.1%

+10.8%Year to date+15.1%

−6.5%Worst drop · 1Y−8.5%

9.2%Volatility · 1Y15.8%

1.4%Yield1.3%

$24.3BAssets$2.5B

3–1USMV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

FSMD1.29%$129

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, USMV

USMV$137 − $15 = $122

FSMD$129 − $15 = $114

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: USMV, FSMD, IWF

Today

22.7%most shared, USMV and IWF

USMVFSMDIWF

USMV—1.6%22.7%

FSMD1.6%—1.4%

IWF22.7%1.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.0%FSMD, at 15.8% volatility

USMVWorst drop−6.5%9.2% vol

FSMDWorst drop−8.5%15.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFSMD

+10.8%Year to date+15.1%

1.4%Yield1.3%

+12.6%Past year+18.0%

0.15%Fee0.15%

2–1FSMD wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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USMV, FSMD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three