FFSM vs VO

AFFSM

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,162FFSM · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common3.5%FFSM and VO

FFSM

Fidelity Fundamental Small-Mid Cap ETF · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+22.0%3 years · per year$18,142 · $17,578+20.7%

+8.7%5 years · per year$15,162 · $14,290+7.4%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $134 on $10k1.34%

−13.0%Worst dropSmaller wins−8.2%

18.7%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · VO

0.9%VTR0.4%

0.4%STT0.5%

0.4%KDP0.4%

0.3%COHR0.6%

Held in common3.5%

End-of-day Nov 4, 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%	0.47%	+1.4%	+15.0%	+20.0%	+22.0%	+8.7%	−13.0%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 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%	0.47%	+1.4%	+15.0%	+20.0%	+22.0%	+8.7%	−13.0%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFSM vs VO

FFSM

Fidelity Fundamental Small-Mid Cap

$15,162

Vanguard Morningstar Mid-Cap

$14,290

MeasureFFSMVO

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.47%1.34%

5 years, per year+8.7%+7.4%

3 years, per year+22.0%+20.7%

Worst drop · 1Y−13.0%−8.2%

Volatility · 1Y18.7%12.4%

4–2measures won
VO first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FFSM, VO

Today

3.5%most shared, FFSM and VO

FFSMVO

FFSM—3.5%

VO3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

FFSM$47 − $43 = $4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee