FSMD vs QUAL

AFSMD

BQUAL

Measures won2–3QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL · FSMD $15,470

Lowest cost0.15%FSMD · $15 on $10k

Most income1.29%FSMD · $129 on $10k

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

Held in common0.2%FSMD and QUAL

FSMD

QUAL

Fidelity Small-Mid Multifactor ETF · $2.5BiShares MSCI USA Quality Factor ETF · $48.0B

+20.2%3 years · per year$17,357 · $17,912+21.4%

+9.1%5 years · per year$15,470 · $16,737+10.8%

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

1.29%12-mo yield$129 · $85 on $10k0.85%

−8.5%Worst dropSmaller wins−9.0%

15.2%VolatilityLower wins11.9%

2–3QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · QUAL

0.2%ROL0.1%

0.2%FN0.1%

Held in common0.2%

End-of-day Nov 3, 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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	+0.3%	+15.7%	+18.7%	+20.2%	+9.1%	−8.5%	$2.5B

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.29%	+0.3%	+15.7%	+18.7%	+20.2%	+9.1%	−8.5%	$2.5B

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

Cards for this view

FSMD vs QUAL

FSMD

Fidelity Small-Mid Multifactor

$15,470

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureFSMDQUAL

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.29%0.85%

5 years, per year+9.1%+10.8%

3 years, per year+20.2%+21.4%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y15.2%11.9%

3–2measures won
QUAL first

0.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSMD, QUAL

Today

0.2%most shared, FSMD and QUAL

FSMDQUAL

FSMD—0.2%

QUAL0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee