FFSM vs MDY

AFFSM

BMDY

Measures won2–4MDY wins · of 6 · 5Y

$10,000 · 5Y$14,488FFSM · MDY $13,735

Lowest cost0.23%MDY · $23 on $10k

Most income1.06%MDY · $107 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common25.0%FFSM and MDY

FFSM

MDY

Fidelity Fundamental Small-Mid Cap ETF · $1.5BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+19.9%3 years · per year$17,236 · $15,665+16.1%

+7.7%5 years · per year$14,489 · $13,735+6.6%

0.43%Expense ratio$43 · $23 on $10k · lower wins0.23%

0.49%12-mo yield$49 · $107 on $10k1.06%

−13.0%Worst dropSmaller wins−8.8%

19.2%VolatilityLower wins15.4%

2–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · MDY

1.0%FTI0.7%

0.9%USFD0.7%

1.7%ATI0.7%

0.7%XPO0.6%

Held in common25.0%

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	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

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	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.06%	+0.6%	+9.8%	+12.4%	+16.1%	+6.6%	−8.8%	$26.6B

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

FFSM vs MDY

FFSM

Fidelity Fundamental Small-Mid Cap

$14,489

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,735

MeasureFFSMMDY

Fee0.43%0.23%

Cost on $10k a year$43$23

Yield0.49%1.06%

5 years, per year+7.7%+6.6%

3 years, per year+19.9%+16.1%

Worst drop · 1Y−13.0%−8.8%

Volatility · 1Y19.2%15.4%

4–2measures won
MDY first

25.0%

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: FFSM, MDY

Today

25.0%most shared, FFSM and MDY

FFSMMDY

FFSM—25.0%

MDY25.0%—

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

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

FFSM$49 − $43 = $6

KeptFee

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