FDMO vs USMV

AFDMO

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$16,803FDMO · USMV $14,273

Lowest cost0.15%FDMO · $15 on $10k

Most income1.39%USMV · $139 on $10k

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

Held in common22.2%FDMO and USMV

FDMO

USMV

Fidelity Momentum Factor ETF · $818MiShares MSCI USA Min Vol Factor ETF · $23.8B

+23.7%3 years · per year$18,913 · $14,878+14.2%

+10.9%5 years · per year$16,803 · $14,273+7.4%

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

0.69%12-mo yield$69 · $139 on $10k1.39%

−14.2%Worst dropSmaller wins−6.5%

20.7%VolatilityLower wins9.1%

2–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDMO · USMV

2.0%BRK-B1.6%

1.5%JNJ1.5%

8.2%NVDA1.3%

1.2%XOM1.4%

Held in common22.2%

End-of-day Nov 5, 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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	−6.0%	+1.0%	+1.4%	+23.7%	+10.9%	−14.2%	$818M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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

Both

5Y2 funds

#			Trend
1	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	−6.0%	+1.0%	+1.4%	+23.7%	+10.9%	−14.2%	$818M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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

Cards for this view

FDMO vs USMV

FDMO

Fidelity Momentum Factor

$16,803

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureFDMOUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.69%1.39%

5 years, per year+10.9%+7.4%

3 years, per year+23.7%+14.2%

Worst drop · 1Y−14.2%−6.5%

Volatility · 1Y20.7%9.1%

3–2measures won
USMV first

22.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDMO, USMV

Today

22.2%most shared, FDMO and USMV

FDMOUSMV

FDMO—22.2%

USMV22.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FDMO$69 − $15 = $54

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee