FSMD vs SRHQ

AFSMD

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$15,837FSMD

Lowest cost0.15%FSMD · $15 on $10k

Most income1.28%FSMD · $128 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common6.7%FSMD and SRHQ

FSMD

SRHQ

Fidelity Small-Mid Multifactor ETF · $2.5BSRH U.S. Quality GARP ETF · $224M

+20.2%3 years · per year$17,362 · $19,230+24.4%

+9.6%5 years · per year$15,838 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.28%12-mo yield$128 · $67 on $10k0.67%

−8.5%Worst dropSmaller wins−7.5%

15.2%VolatilityLower wins14.8%

2–3SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · SRHQ

0.3%NTNX1.8%

0.3%GEN1.7%

0.3%GDDY1.5%

0.3%IT1.4%

Held in common6.7%

End-of-day Nov 4, 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%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

End-of-day Nov 4, 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%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMD vs SRHQ

FSMD

Fidelity Small-Mid Multifactor

$15,838

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFSMDSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.28%0.67%

5 years, per year+9.6%[…]

3 years, per year+20.2%+24.4%

Worst drop · 1Y−8.5%−7.5%

Volatility · 1Y15.2%14.8%

3–2measures won
SRHQ first

6.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSMD, SRHQ

Today

6.7%most shared, FSMD and SRHQ

FSMDSRHQ

FSMD—6.7%

SRHQ6.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

SRHQ$67 − $35 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee