FSMD vs IQLT

AFSMD

BIQLT

Measures won4–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · FSMD $15,023

Lowest cost0.15%FSMD · $15 on $10k

Most income2.40%IQLT · $240 on $10k

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

Held in common0.0%FSMD and IQLT

FSMD

IQLT

Fidelity Small-Mid Multifactor ETF · $2.5BiShares MSCI Intl Quality Factor ETF · $14.0B

+18.3%3 years · per year$16,553 · $16,368+17.9%

+8.5%5 years · per year$15,023 · $14,191+7.3%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

1.33%12-mo yield$133 · $240 on $10k2.40%

−8.5%Worst dropSmaller wins−10.4%

15.7%VolatilityLower wins15.4%

4–2FSMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	−3.8%	+12.1%	+15.6%	+18.3%	+8.5%	−8.5%	$2.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	−3.8%	+12.1%	+15.6%	+18.3%	+8.5%	−8.5%	$2.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B

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

Cards for this view

FSMD vs IQLT

FSMD

Fidelity Small-Mid Multifactor

$15,023

IQLT

iShares MSCI Intl Quality Factor

$14,191

MeasureFSMDIQLT

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.33%2.40%

5 years, per year+8.5%+7.3%

3 years, per year+18.3%+17.9%

Worst drop · 1Y−8.5%−10.4%

Volatility · 1Y15.7%15.4%

4–2measures won
FSMD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSMD, IQLT, IWF

Today

1.4%most shared, FSMD and IWF

FSMDIQLTIWF

FSMD—0.0%1.4%

IQLT0.0%—0.0%

IWF1.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

FSMD$133 − $15 = $118

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee