FSMD vs SRHQ

AFSMD

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FSMD $15,023

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%FSMD · $133 on $10k

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

Held in common6.8%FSMD and SRHQ

FSMD

SRHQ

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

+18.3%3 years · per year$16,553 · $18,715+23.2%

+8.5%5 years · per year$15,023 · […][…]

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

1.33%12-mo yield$133 · $68 on $10k0.68%

−8.5%Worst dropSmaller wins−7.5%

15.7%VolatilityLower wins14.9%

2–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · SRHQ

0.3%GEN1.7%

0.3%GDDY1.5%

0.3%NTNX1.7%

0.3%JKHY1.2%

Held in common6.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$231M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$231M

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 SRHQ

FSMD

Fidelity Small-Mid Multifactor

$15,023

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFSMDSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.33%0.68%

5 years, per year+8.5%[…]

3 years, per year+18.3%+23.2%

Worst drop · 1Y−8.5%−7.5%

Volatility · 1Y15.7%14.9%

3–2measures won
SRHQ first

6.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSMD, SRHQ, VUG

Today

6.8%most shared, FSMD and SRHQ

FSMDSRHQVUG

FSMD—6.8%0.1%

SRHQ6.8%—0.2%

VUG0.1%0.2%—

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

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

VUG$43 − $3 = $40

SRHQ$68 − $35 = $33

KeptFee

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