FSMD vs VTI

AFSMD

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.33%FSMD · $133 on $10k

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

Held in common4.7%FSMD and VTI

FSMD

VTI

Fidelity Small-Mid Multifactor ETF · $2.5BVanguard Morningstar Total Stock Market ETF · $689B

+18.1%3 years · per year$16,462 · $18,004+21.7%

+8.5%5 years · per year$15,041 · $16,375+10.4%

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

1.33%12-mo yield$133 · $109 on $10k1.09%

−8.5%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · VTI

0.5%P0.1%

0.3%NVT0.0%

0.4%GH0.0%

0.4%INCY0.0%

Held in common4.7%

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMD vs VTI

FSMD

Fidelity Small-Mid Multifactor

$15,041

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFSMDVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.33%1.09%

5 years, per year+8.5%+10.4%

3 years, per year+18.1%+21.7%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.6%13.7%

4–2measures won
VTI first

4.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: FSMD, VTI, IVV

Today

85.5%most shared, VTI and IVV

FSMDVTIIVV

FSMD—4.7%0.9%

VTI4.7%—85.5%

IVV0.9%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee