FSMD vs MTUM

AFSMD

BMTUM

Measures won3–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$15,023FSMD · MTUM $13,927

Lowest cost0.15%FSMD · $15 on $10k

Most income2.96%MTUM · $296 on $10k

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

Held in common0.2%FSMD and MTUM

FSMD

MTUM

Fidelity Small-Mid Multifactor ETF · $2.5BiShares MSCI USA Momentum Factor ETF · $17.0B

+18.3%3 years · per year$16,553 · $18,653+23.1%

+8.5%5 years · per year$15,023 · $13,927+6.8%

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

1.33%12-mo yield$133 · $296 on $10k2.96%

−8.5%Worst dropSmaller wins−27.3%

15.7%VolatilityLower wins29.2%

3–2FSMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · MTUM

0.3%NVT0.1%

0.3%NDSN0.1%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.96%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$17.0B

End-of-day Nov 5, 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%	1.33%	−3.8%	+12.1%	+15.6%	+18.3%	+8.5%	−8.5%	$2.5B
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.96%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$17.0B

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 MTUM

FSMD

Fidelity Small-Mid Multifactor

$15,023

MTUM

iShares MSCI USA Momentum Factor

$13,927

MeasureFSMDMTUM

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.33%2.96%

5 years, per year+8.5%+6.8%

3 years, per year+18.3%+23.1%

Worst drop · 1Y−8.5%−27.3%

Volatility · 1Y15.7%29.2%

3–2measures won
FSMD first

0.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FSMD, MTUM

Today

0.2%most shared, FSMD and MTUM

FSMDMTUM

FSMD—0.2%

MTUM0.2%—

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

Income After Fees on $10,000

$281most kept, MTUM

MTUM$296 − $15 = $281

FSMD$133 − $15 = $118

KeptFee

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