FSMD vs VUG

AFSMD

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.29%FSMD · $129 on $10k

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

Held in common0.1%FSMD and VUG

FSMD

VUG

Fidelity Small-Mid Multifactor ETF · $2.5BVanguard Morningstar Growth ETF · $233B

+18.4%3 years · per year$16,609 · $18,569+22.9%

+8.7%5 years · per year$15,143 · $16,565+10.6%

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

1.29%12-mo yield$129 · $41 on $10k0.41%

−8.5%Worst dropSmaller wins−15.1%

15.8%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSMD · VUG

0.3%TKO0.0%

0.2%ROL0.0%

Held in common0.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMD vs VUG

FSMD

Fidelity Small-Mid Multifactor

$15,143

VUG

Vanguard Morningstar Growth

$16,565

MeasureFSMDVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.29%0.41%

5 years, per year+8.7%+10.6%

3 years, per year+18.4%+22.9%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y15.8%19.1%

3–3measures won
level

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: FSMD, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

FSMDVUGIVVIWF

FSMD—0.1%0.9%1.4%

VUG0.1%—55.1%78.1%

IVV0.9%55.1%—56.0%

IWF1.4%78.1%56.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

IVV$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee