USMV vs FSMD

AUSMV

BFSMD

Measures won3–2USMV wins · of 6 · 5Y

$10,000 · 5Y$15,699IWF · FSMD $15,146

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common1.6%USMV and FSMD

iShares MSCI USA Min Vol Factor ETF · $24.3BFidelity Small-Mid Multifactor ETF · $2.5B

+13.7%3 years · per year$14,688 · $16,243+17.6%

+7.5%5 years · per year$14,373 · $15,146+8.7%

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

1.37%12-mo yield$137 · $129 on $10k

Cards for this view

USMV

iShares MSCI USA Min Vol Factor

$14,373

FSMD

Fidelity Small-Mid Multifactor

$15,146

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	0.0%	+15.1%	+18.0%	+17.6%	+8.7%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.3B

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	0.0%	+15.1%	+18.0%	+17.6%	+8.7%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.3B

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