USMV vs FSMD

AUSMV

BFSMD

Measures won3–2USMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FSMD $15,041

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

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

Held in common1.6%USMV and FSMD

USMV

FSMD

iShares MSCI USA Min Vol Factor ETF · $23.7BFidelity Small-Mid Multifactor ETF · $2.5B

+13.7%3 years · per year$14,709 · $16,462+18.1%

+7.2%5 years · per year$14,154 · $15,041+8.5%

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

1.39%12-mo yield$139 · $133 on $10k1.33%

−6.5%Worst dropSmaller wins−8.5%

9.1%VolatilityLower wins15.6%

3–2USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMV · FSMD

0.4%INCY0.4%

0.3%L0.4%

0.5%NBIX0.3%

0.3%GEN0.3%

Held in common1.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
3	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B

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

USMV vs FSMD

USMV

iShares MSCI USA Min Vol Factor

$14,154

FSMD

Fidelity Small-Mid Multifactor

$15,041

MeasureUSMVFSMD

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.39%1.33%

5 years, per year+7.2%+8.5%

3 years, per year+13.7%+18.1%

Worst drop · 1Y−6.5%−8.5%

Volatility · 1Y9.1%15.6%

3–2measures won
USMV first

1.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USMV, FSMD, VUG

Today

20.8%most shared, USMV and VUG

USMVFSMDVUG

USMV—1.6%20.8%

FSMD1.6%—0.1%

VUG20.8%0.1%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

FSMD$133 − $15 = $118

VUG$42 − $3 = $39

KeptFee

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