FSMD vs USMV

AFSMD

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$15,470FSMD · USMV $14,352

Lowest cost0.15%FSMD · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common1.5%FSMD and USMV

FSMD

USMV

Fidelity Small-Mid Multifactor ETF · $2.5BiShares MSCI USA Min Vol Factor ETF · $24.1B

+20.2%3 years · per year$17,357 · $15,272+15.2%

+9.1%5 years · per year$15,470 · $14,352+7.5%

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

1.29%12-mo yield$129 · $137 on $10k1.37%

−8.5%Worst dropSmaller wins−6.5%

15.2%VolatilityLower wins8.6%

2–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · USMV

0.4%INCY0.4%

0.4%L0.3%

0.3%NBIX0.4%

0.3%GEN0.3%

Held in common1.5%

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B

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 USMV

FSMD

Fidelity Small-Mid Multifactor

$15,470

USMV

iShares MSCI USA Min Vol Factor

$14,352

MeasureFSMDUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.29%1.37%

5 years, per year+9.1%+7.5%

3 years, per year+20.2%+15.2%

Worst drop · 1Y−8.5%−6.5%

Volatility · 1Y15.2%8.6%

3–2measures won
USMV first

1.5%

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, USMV

Today

1.5%most shared, FSMD and USMV

FSMDUSMV

FSMD—1.5%

USMV1.5%—

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

FSMD$129 − $15 = $114

KeptFee

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