FSMD vs IJH

AFSMD

BIJH

Measures won4–1FSMD wins · of 6 · 5Y

$10,000 · 5Y$15,143FSMD · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.29%FSMD · $129 on $10k

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common45.5%FSMD and IJH

FSMD

IJH

Fidelity Small-Mid Multifactor ETF · $2.5BiShares Core S&P Mid-Cap ETF · $121B

+18.4%3 years · per year$16,609 · $15,960+16.9%

+8.7%5 years · per year$15,143 · $14,049+7.0%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.29%12-mo yield$129 · $121 on $10k1.21%

−8.5%Worst dropSmaller wins−8.8%

15.8%VolatilityLower wins15.8%

4–1FSMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · IJH

0.5%THC0.7%

0.4%EXEL0.5%

0.4%RGA0.5%

0.4%EWBC0.5%

Held in common45.5%

End-of-day Nov 9, 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	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMD vs IJH

FSMD

Fidelity Small-Mid Multifactor

$15,143

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureFSMDIJH

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.29%1.21%

5 years, per year+8.7%+7.0%

3 years, per year+18.4%+16.9%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y15.8%15.8%

4–1measures won
FSMD first

45.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FSMD, IJH

Today

45.5%most shared, FSMD and IJH

FSMDIJH

FSMD—45.5%

IJH45.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

FSMD$129 − $15 = $114

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee