FSMD vs IQLT

AFSMD

BIQLT

Measures won4–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income2.42%IQLT · $242 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 · $13.5B

+18.1%3 years · per year$16,462 · $16,090+17.2%

+8.5%5 years · per year$15,041 · $14,168+7.2%

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

1.33%12-mo yield$133 · $242 on $10k2.42%

−8.5%Worst dropSmaller wins−10.4%

15.6%VolatilityLower wins15.4%

4–2FSMD wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
4	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
4	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.42%	−0.8%	+10.5%	+14.3%	+17.2%	+7.2%	−10.4%	$13.5B

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

FSMD vs IQLT

FSMD

Fidelity Small-Mid Multifactor

$15,041

IQLT

iShares MSCI Intl Quality Factor

$14,168

MeasureFSMDIQLT

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.33%2.42%

5 years, per year+8.5%+7.2%

3 years, per year+18.1%+17.2%

Worst drop · 1Y−8.5%−10.4%

Volatility · 1Y15.6%15.4%

4–2measures won
FSMD first

0.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FSMD, IQLT, IWF, VUG

Today

78.0%most shared, IWF and VUG

FSMDIQLTIWFVUG

FSMD—0.0%1.4%0.1%

IQLT0.0%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.1%0.0%78.0%—

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

Income After Fees on $10,000

$212most kept, IQLT

IQLT$242 − $30 = $212

FSMD$133 − $15 = $118

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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