FSMD vs VOO

AFSMD

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income1.33%FSMD · $133 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

+18.3%3 years · per year$16,553 · $18,224+22.1%

+8.5%5 years · per year$15,023 · $17,156+11.4%

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

1.33%12-mo yield$133 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.5%

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 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	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

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	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

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 VOO

FSMD

Fidelity Small-Mid Multifactor

$15,023

VOO

Vanguard S&P 500

$17,156

MeasureFSMDVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.33%1.10%

5 years, per year+8.5%+11.4%

3 years, per year+18.3%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.7%13.5%

4–2measures won
VOO first

0.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FSMD, VOO, SPY

Today

93.5%most shared, VOO and SPY

FSMDVOOSPY

FSMD—0.8%0.9%

VOO0.8%—93.5%

SPY0.9%93.5%—

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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