FSMD vs VOO

AFSMD

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.28%FSMD · $128 on $10k

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common0.8%FSMD and VOO

FSMD

VOO

Fidelity Small-Mid Multifactor ETF · $2.5BVanguard S&P 500 ETF · $1.00T

+20.2%3 years · per year$17,362 · $19,172+24.2%

+9.6%5 years · per year$15,838 · $18,115+12.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $105 on $10k1.05%

−8.5%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · VOO

0.6%P0.1%

0.4%INCY0.0%

0.3%ZBRA0.0%

0.3%NDSN0.0%

Held in common0.8%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

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 VOO

FSMD

Fidelity Small-Mid Multifactor

$15,838

VOO

Vanguard S&P 500

$18,115

MeasureFSMDVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.28%1.05%

5 years, per year+9.6%+12.6%

3 years, per year+20.2%+24.2%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.2%12.8%

4–2measures won
VOO first

0.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSMD, VOO, IVV

Today

94.5%most shared, VOO and IVV

FSMDVOOIVV

FSMD—0.8%0.9%

VOO0.8%—94.5%

IVV0.9%94.5%—

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

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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