USMV vs FSMD

AUSMV

BFSMD

Measures won3–2USMV wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · FSMD $14,785

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.6%USMV and FSMD

iShares MSCI USA Min Vol Factor ETF · $24.5BFidelity Small-Mid Multifactor ETF · $2.5B

+13.9%3 years · per year$14,785 · $16,508+18.2%

+7.7%5 years · per year$14,513 · $14,785+8.1%

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

1.35%12-mo yield$136 · $130 on $10k

Cards for this view

USMV

iShares MSCI USA Min Vol Factor

$14,513

FSMD

Fidelity Small-Mid Multifactor

$14,785

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.30%	0.0%	+14.9%	+16.1%	+18.2%	+8.1%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.30%	0.0%	+14.9%	+16.1%	+18.2%	+8.1%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B

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