FLRG vs USMV

AFLRG

BUSMV

Measures won3–2FLRG wins · of 6 · 5Y

$10,000 · 5Y$17,634FLRG · USMV $14,754

Lowest cost0.15%FLRG · $15 on $10k

Most income1.40%FLRG · $140 on $10k

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

Held in common28.1%FLRG and USMV

FLRG

USMV

Fidelity U.S. Multifactor ETF · $289MiShares MSCI USA Min Vol Factor ETF · $24.5B

+20.7%3 years · per year$17,605 · $15,388+15.5%

+12.0%5 years · per year$17,634 · $14,754+8.1%

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

1.40%12-mo yield$140 · $135 on $10k1.35%

−7.1%Worst dropSmaller wins−6.5%

10.5%VolatilityLower wins8.7%

3–2FLRG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLRG · USMV

5.7%MSFT1.6%

1.9%XOM1.5%

1.6%JNJ1.4%

7.3%NVDA1.4%

Held in common28.1%

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	AFLRG	Fidelity U.S. Multifactor ETFRead Desk		0.15%	1.40%	+1.2%	+11.9%	+12.8%	+20.7%	+12.0%	−7.1%	$289M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

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	AFLRG	Fidelity U.S. Multifactor ETFRead Desk		0.15%	1.40%	+1.2%	+11.9%	+12.8%	+20.7%	+12.0%	−7.1%	$289M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

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

FLRG vs USMV

FLRG

Fidelity U.S. Multifactor

$17,634

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureFLRGUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.40%1.35%

5 years, per year+12.0%+8.1%

3 years, per year+20.7%+15.5%

Worst drop · 1Y−7.1%−6.5%

Volatility · 1Y10.5%8.7%

3–2measures won
FLRG first

28.1%

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: FLRG, USMV

Today

28.1%most shared, FLRG and USMV

FLRGUSMV

FLRG—28.1%

USMV28.1%—

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

Income After Fees on $10,000

$125most kept, FLRG

FLRG$140 − $15 = $125

USMV$135 − $15 = $120

KeptFee

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