FSMD vs MTUM5YFSMDFSMDAvsBMTUMMTUMFidelity Small-Mid Multifactor ETF · $2.5BiShares MSCI USA Momentum Factor ETF · $17.4BReturns · dividends in+18.2%3 years · per year$16,508 · $19,155+24.2%+8.1%5 years · per year$14,785 · $14,931+8.3%Cost and income0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%1.30%12-mo yield
Overlap: FSMD, MTUM, VUGToday23.6%most shared, MTUM and VUGFSMDMTUMVUGFSMD—0.2%0.1%MTUM0.2%—23.6%VUG0.1%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FSMD vs MTUM5YAFSMDFidelity Small-Mid Multifactor$14,785vsMTUMBiShares MSCI USA Momentum Factor$14,931$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.4B3AFSMDFidelity Small-Mid Multifactor ETFReadDesk0.15%1.30%0.0%+14.9%+16.1%+18.2%+8.1%−8.5%$2.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.4B3AFSMDFidelity Small-Mid Multifactor ETFReadDesk0.15%1.30%0.0%+14.9%+16.1%+18.2%+8.1%−8.5%$2.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: FSMD, MTUM, VUGToday23.6%most shared, MTUM and VUGFSMDMTUMVUGFSMD—0.2%0.1%MTUM0.2%—23.6%VUG0.1%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, FSMDFSMD$130 − $15 = $115MTUM$68 − $15 = $53VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee