FSMD vs USMV

AFSMD

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FSMD $15,023

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 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 · $23.8B

+18.3%3 years · per year$16,553 · $14,878+14.2%

+8.5%5 years · per year$15,023 · $14,273+7.4%

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

1.33%12-mo yield$133 · $139 on $10k1.39%

−8.5%Worst dropSmaller wins−6.5%

15.7%VolatilityLower wins9.1%

2–3USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · USMV

0.4%INCY0.4%

0.4%L0.3%

0.3%NBIX0.5%

0.3%GEN0.3%

Held in common1.5%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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 USMV

FSMD

Fidelity Small-Mid Multifactor

$15,023

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureFSMDUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.33%1.39%

5 years, per year+8.5%+7.4%

3 years, per year+18.3%+14.2%

Worst drop · 1Y−8.5%−6.5%

Volatility · 1Y15.7%9.1%

3–2measures won
USMV first

1.5%

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, USMV, VUG

Today

21.5%most shared, USMV and VUG

FSMDUSMVVUG

FSMD—1.5%0.1%

USMV1.5%—21.5%

VUG0.1%21.5%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FSMD$133 − $15 = $118

VUG$43 − $3 = $40

KeptFee

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