EQTY vs FMDE5YEQTYEQTYAvsBFMDEFMDEKovitz Core Equity ETF · $1.4BFidelity Enhanced Mid Cap ETF · $8.6BReturns · dividends in+18.7%3 years · per year$16,726 · […][…][…]5 years · per year[…]Cost and income0.99%Expense ratio$99 · $23 on $10k · lower wins0.23%0.02%12-mo yield$2 · $103 on $10k1.03%Risk · 1 year
$10,000 in EQTY, FMDE, VUG5Y$10k startVUG $16.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: EQTY, FMDE, VUGToday23.0%most shared, EQTY and VUGEQTYFMDEVUGEQTY—2.2%23.0%FMDE2.2%—5.5%VUG23.0%5.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
EQTY vs FMDE5YAEQTYKovitz Core Equity[…]vsFMDEBFidelity Enhanced Mid Cap[…]MeasureEQTYFMDEFee0.99%0.23%Cost on $10k a year$99$23Yield0.02%1.03%5 years, per year[…][…]3 years, per year+18.7%[…]Worst drop · 1Y−11.9%−8.3%Volatility · 1Y13.5%13.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B2AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.1%+12.0%+15.5%+18.7%new−11.9%$1.4B3BFMDEFidelity Enhanced Mid Cap ETFReadDesk0.23%1.03%0.0%+16.2%+17.3%newnew−8.3%$8.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B2AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.1%+12.0%+15.5%+18.7%new−11.9%$1.4B3BFMDEFidelity Enhanced Mid Cap ETFReadDesk0.23%1.03%0.0%+16.2%+17.3%newnew−8.3%$8.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$221BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: EQTY, FMDE, VUGToday23.0%most shared, EQTY and VUGEQTYFMDEVUGEQTY—2.2%23.0%FMDE2.2%—5.5%VUG23.0%5.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$80most kept, FMDEFMDE$103 − $23 = $80VUG$41 − $3 = $38EQTY$2 − $99 = −$97KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee