FSMD vs SRHQ

AFSMD

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FSMD $15,041

Lowest cost0.15%FSMD · $15 on $10k

Most income1.33%FSMD · $133 on $10k

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

Held in common6.9%FSMD and SRHQ

FSMD

SRHQ

Fidelity Small-Mid Multifactor ETF · $2.5BSRH U.S. Quality GARP ETF · $231M

+18.1%3 years · per year$16,462 · $18,443+22.6%

+8.5%5 years · per year$15,041 · […][…]

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

1.33%12-mo yield$133 · $69 on $10k0.69%

−8.5%Worst dropSmaller wins−7.5%

15.6%VolatilityLower wins14.9%

2–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · SRHQ

0.3%GDDY1.5%

0.3%GEN1.7%

0.3%NTNX1.6%

0.3%JKHY1.2%

Held in common6.9%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	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
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	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
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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 SRHQ

FSMD

Fidelity Small-Mid Multifactor

$15,041

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFSMDSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.33%0.69%

5 years, per year+8.5%[…]

3 years, per year+18.1%+22.6%

Worst drop · 1Y−8.5%−7.5%

Volatility · 1Y15.6%14.9%

3–2measures won
SRHQ first

6.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FSMD, SRHQ, IWF

Today

6.9%most shared, FSMD and SRHQ

FSMDSRHQIWF

FSMD—6.9%1.4%

SRHQ6.9%—2.0%

IWF1.4%2.0%—

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

SRHQ$69 − $35 = $34

IWF$39 − $18 = $21

KeptFee

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