FDLO vs USMV

AFDLO

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$15,902FDLO · USMV $14,154

Lowest cost0.15%FDLO · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common41.3%FDLO and USMV

FDLO

USMV

Fidelity Low Volatility Factor ETF · $1.5BiShares MSCI USA Min Vol Factor ETF · $23.8B

+17.0%3 years · per year$16,018 · $14,709+13.7%

+9.7%5 years · per year$15,902 · $14,154+7.2%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

1.34%12-mo yield$134 · $139 on $10k1.39%

−7.1%Worst dropSmaller wins−6.5%

9.8%VolatilityLower wins9.1%

2–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDLO · USMV

6.8%MSFT1.6%

1.9%BRK-B1.6%

1.5%MSI1.6%

1.3%APH1.4%

Held in common41.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.34%	−2.7%	+12.6%	+15.1%	+17.0%	+9.7%	−7.1%	$1.5B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDLO	Fidelity Low Volatility Factor ETF Read Desk		0.15%	1.34%	−2.7%	+12.6%	+15.1%	+17.0%	+9.7%	−7.1%	$1.5B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDLO vs USMV

FDLO

Fidelity Low Volatility Factor ETF

$15,902

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureFDLOUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.34%1.39%

5 years, per year+9.7%+7.2%

3 years, per year+17.0%+13.7%

Worst drop · 1Y−7.1%−6.5%

Volatility · 1Y9.8%9.1%

3–2measures won
USMV first

41.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDLO, USMV

Today

41.3%most shared, FDLO and USMV

FDLOUSMV

FDLO—41.3%

USMV41.3%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FDLO$134 − $15 = $119

KeptFee

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