FSMD vs VUG

AFSMD

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.28%FSMD · $128 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

+20.2%3 years · per year$17,362 · $19,712+25.4%

+9.6%5 years · per year$15,838 · $17,153+11.4%

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

1.28%12-mo yield$128 · $40 on $10k0.40%

−8.5%Worst dropSmaller wins−16.1%

15.2%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · VUG

0.3%TKO0.0%

0.2%ROL0.0%

Held in common0.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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 VUG

FSMD

Fidelity Small-Mid Multifactor

$15,838

VUG

Vanguard Morningstar Growth

$17,153

MeasureFSMDVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.28%0.40%

5 years, per year+9.6%+11.4%

3 years, per year+20.2%+25.4%

Worst drop · 1Y−8.5%−16.1%

Volatility · 1Y15.2%18.2%

3–3measures won
level

0.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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, VUG, IWF

Today

77.4%most shared, VUG and IWF

FSMDVUGIWF

FSMD—0.1%1.4%

VUG0.1%—77.4%

IWF1.4%77.4%—

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

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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