FSMD vs IVV

AFSMD

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.33%FSMD · $133 on $10k

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

Held in common0.9%FSMD and IVV

FSMD

IVV

Fidelity Small-Mid Multifactor ETF · $2.5BiShares Core S&P 500 ETF · $853B

+18.1%3 years · per year$16,462 · $18,084+21.8%

+8.5%5 years · per year$15,041 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · IVV

0.5%P0.0%

0.4%INCY0.0%

0.3%SWKS0.0%

0.4%L0.0%

Held in common0.9%

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 Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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

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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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

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 IVV

FSMD

Fidelity Small-Mid Multifactor

$15,041

IVV

iShares Core S&P 500

$17,177

MeasureFSMDIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.33%1.14%

5 years, per year+8.5%+11.4%

3 years, per year+18.1%+21.8%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.6%13.6%

4–2measures won
IVV first

0.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FSMD, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

FSMDIVVQQQ

FSMD—0.9%0.0%

IVV0.9%—52.1%

QQQ0.0%52.1%—

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

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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