FFSM vs VUG

AFFSM

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FFSM $14,488

Lowest cost0.03%VUG · $3 on $10k

Most income0.49%FFSM · $49 on $10k

Smallest drop−13.0%FFSM · worst fall in 1Y

Held in common1.0%FFSM and VUG

FFSM

VUG

Fidelity Fundamental Small-Mid Cap ETF · $1.5BVanguard Morningstar Growth ETF · $233B

+19.9%3 years · per year$17,236 · $18,415+22.6%

+7.7%5 years · per year$14,489 · $16,124+10.0%

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

0.49%12-mo yield$49 · $42 on $10k0.42%

−13.0%Worst dropSmaller wins−15.1%

19.2%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · VUG

0.5%WDC0.4%

0.3%FIX0.2%

0.3%COHR0.2%

0.4%WST0.1%

Held in common1.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

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 VUG

FFSM

Fidelity Fundamental Small-Mid Cap

$14,489

VUG

Vanguard Morningstar Growth

$16,124

MeasureFFSMVUG

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.49%0.42%

5 years, per year+7.7%+10.0%

3 years, per year+19.9%+22.6%

Worst drop · 1Y−13.0%−15.1%

Volatility · 1Y19.2%19.0%

4–2measures won
VUG first

1.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FFSM, VUG

Today

1.0%most shared, FFSM and VUG

FFSMVUG

FFSM—1.0%

VUG1.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

FFSM$49 − $43 = $6

KeptFee

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