Compare · 2 funds side by side · dividends reinvested

USMV and FSMD

USMViShares×FSMDFidelity×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,785FSMD · best of the two

Story of the two · IncomeMost incomeUSMV · 1.35% · $136 a year on $10k

Story of the two · RiskSmallest drop

USMV and FSMD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.30%+14.9%+16.1%+18.2%+8.1%−8.5%15.8%$2.5B1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+11.7%+11.7%+13.9%+7.7%−6.5%9.2%$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 13, 2026 · returns include dividends · since: USMV 2011 · FSMD 2019

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,513

USMV

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$14,785

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

USMVMeasureFSMD

+11.7%

More Ways to See the Pairs

USMV vs FSMD: Top 5 Holdings

Today

USMV

7.9%in top 5

FSMD

in top 52.1%

USMVStockFSMD

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%MCKnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: USMV, FSMD

1Y

1.35%highest, USMV

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+14.9%

+11.7%1 yearTotal return+16.1%

+13.9%3 years · per year$10,000 became $14,785 · $16,508+18.2%

+7.7%5 years · per year$10,000 became $14,513 · $14,785+8.1%

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

1.35%Trailing 12-mo yield$136 · $130 a year on $10k1.30%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5P0.6%

not top 5THC0.5%

not top 5INCY0.4%

not top 5GH0.4%

not top 5RGA0.4%

Held in common1.6%

End-of-day Nov 13, 2026 · share of each fund

USMV vs FSMD Returns, Every Period

5Y

iSharesUSMV

+7.7%

5 years, per year

FSMDFidelity

+8.1%

5 years, per year

USMVFSMDFaded: behind in that period

0–4FSMD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

USMV vs FSMD

YTD

iSharesUSMV

+11.7%

FSMDFidelity

+14.9%

+11.7%Year to date+14.9%

−6.5%Worst drop · 1Y−8.5%

9.2%Volatility · 1Y15.8%

1.4%Yield1.3%

$24.5BAssets$2.5B

3–1USMV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

USMV1.35%$136

FSMD1.30%$130

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, USMV

USMV$136 − $15 = $121

FSMD$130 − $15 = $115

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: USMV, FSMD

Today

1.6%most shared, USMV and FSMD

USMVFSMD

USMV—1.6%

FSMD1.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.1%FSMD, at 15.8% volatility

USMVWorst drop−6.5%9.2% vol

FSMDWorst drop−8.5%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

USMVFSMD

+11.7%Year to date+14.9%

1.4%Yield1.3%

+11.7%Past year+16.1%

0.15%Fee0.15%

2–1FSMD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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USMV and FSMD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two