Compare · 3 funds side by side · dividends reinvested

USMV, FSMD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

USMV, FSMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.8

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+8.6%+10.5%+13.7%+7.2%−6.5%9.1%$23.7B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: USMV 2011 · FSMD 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $23.7B$14,154

USMV

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

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

USMVMeasureFSMD

+8.6%Year to dateJan 1 → Nov 6+12.2%

+10.5%1 yearTotal return+14.6%

+13.7%3 years · per year$10,000 became $14,709 · $16,462+18.1%

+7.2%5 years · per year$10,000 became $14,154 · $15,041+8.5%

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

1.39%Trailing 12-mo yield$139 · $133 a year on $10k1.33%

−6.5%Worst dropSmaller is better−8.5%

9.1%VolatilityLower is calmer15.6%

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

3–4FSMD wins

End-of-day Nov 6, 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

8.0%in top 5

FSMD

in top 52.1%

USMVStockFSMD

1.6%MSFTnot top 5

1.6%MCKnot top 5

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%CBnot top 5

not top 5P0.5%

not top 5THC0.5%

not top 5GH0.4%

not top 5INCY0.4%

not top 5L0.4%

Held in common1.6%

End-of-day Nov 6, 2026 · share of each fund

USMV vs FSMD Returns, Every Period

iSharesUSMV

+7.2%

5 years, per year

FSMDFidelity

+8.5%

5 years, per year

USMVFSMDFaded: behind in that period

0–4FSMD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USMV vs FSMD

YTD

iSharesUSMV

+8.6%

FSMDFidelity

+12.2%

+8.6%Year to date+12.2%

−6.5%Worst drop · 1Y−8.5%

9.1%Volatility · 1Y15.6%

1.4%Yield1.3%

$23.7BAssets$2.5B

3–1USMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMV, FSMD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

FSMD0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USMV, FSMD, VUG

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

FSMD1.33%$133

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FSMD$133 − $15 = $118

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USMV, FSMD, VUG

Today

20.8%most shared, USMV and VUG

USMVFSMDVUG

USMV—1.6%20.8%

FSMD1.6%—0.1%

VUG20.8%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%FSMD, at 15.6% volatility

USMVWorst drop−6.5%9.1% vol

FSMDWorst drop−8.5%15.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFSMD

+8.6%Year to date+12.2%

1.4%Yield1.3%

+10.5%Past year+14.6%

0.15%Fee0.15%

2–1FSMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026