FSMD vs JMOM
Comparison between FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed FSMD, delivering a return of +16.2% compared to +10.3%
FSMD vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSMD
$2.40B
JMOM
$2.40B
Expense Ratio
FSMD
0.15%
Winner
JMOM
0.12%
Max Drawdown
FSMD
40.93%
Winner
JMOM
34.31%
Sharpe Ratio
FSMD
1.42
Winner
JMOM
1.79
5Y Beta
Winner
FSMD
0.95
JMOM
1.05
P/E Ratio
Winner
FSMD
20.12
JMOM
32.83
Forward P/E
Winner
FSMD
15.40
JMOM
22.09
PEG Ratio
FSMD
N/A
JMOM
0.32
5Y Dividends CAGR
FSMD
10.63%
Winner
JMOM
12.88%
5Y EPS CAGR
FSMD
15.81%
Winner
JMOM
23.96%
Debt to Equity
Winner
FSMD
29.89%
JMOM
29.94%
P/S Ratio
Winner
FSMD
1.61
JMOM
2.57
P/B Ratio
Winner
FSMD
2.63
JMOM
5.55
FSMD vs JMOM - Holdings Comparison
FSMD and JMOM have 68 common holdings. Overlap is 10.94%
FSMD's top 25 holdings weight is 16.85%. JMOM's top 25 holdings weight is 34.03%.
| Rank | FSMD | JMOM |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.28% | MICRON TECHNOLOGY INC (MU) - 3.35% |
| #2 | CIENA CORP (CIEN) - 1.29% | ADVANCED MICRO DEVICES INC (AMD) - 2.48% |
| #3 | n/a (n/a) - 1.17% | BROADCOM INC (AVGO) - 2.41% |
| #4 | LUMENTUM HOLDINGS INC (LITE) - 1.08% | NVIDIA CORP (NVDA) - 2.07% |
| #5 | COHERENT CORP (COHR) - 0.99% | ALPHABET INC CLASS A (GOOGL) - 2.00% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 0.95% | APPLE INC (AAPL) - 1.86% |
| #7 | FLEX LTD (FLEX) - 0.92% | INTEL CORP (INTC) - 1.57% |
| #8 | ANGLOGOLD ASHANTI PLC (AU) - 0.56% | MICROSOFT CORP (MSFT) - 1.56% |
| #9 | EMCOR GROUP INC (EME) - 0.54% | JOHNSON & JOHNSON (JNJ) - 1.45% |
| #10 | CASEY'S GENERAL STORES INC (CASY) - 0.47% | META PLATFORMS INC CLASS A (META) - 1.43% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 0.47% | WALMART INC (WMT) - 1.29% |
| #13 | TECHNIPFMC PLC (FTI) - 0.46% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #14 | TAPESTRY INC (TPR) - 0.45% | CATERPILLAR INC (CAT) - 1.24% |
| #15 | NVENT ELECTRIC PLC (NVT) - 0.44% | APPLIED MATERIALS INC (AMAT) - 1.19% |
| #16 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.42% | COSTCO WHOLESALE CORP (COST) - 1.16% |
| #17 | FABRINET (FN) - 0.42% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% |
| #18 | EVERPURE INC CLASS A (P) - 0.41% | ORACLE CORP (ORCL) - 1.07% |
| #19 | CURTISS-WRIGHT CORP (CW) - 0.40% | THE GOLDMAN SACHS GROUP INC (GS) - 0.97% |
| #20 | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% | GE AEROSPACE (GE) - 0.96% |
| #21 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.26% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44% |
| #22 | EXELIXIS INC (EXEL) - 0.26% | DATADOG INC CLASS A (DDOG) - 0.43% |
| #23 | MUELLER INDUSTRIES INC (MLI) - 0.25% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43% |
| #24 | API GROUP CORP (APG) - 0.25% | ON SEMICONDUCTOR CORP (ON) - 0.42% |
| #25 | TENET HEALTHCARE CORP (THC) - 0.25% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42% |
| Total Holdings | 556 | 239 |
FSMD vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
FSMD
+6.83%
Winner
JMOM
+7.20%
3M
FSMD
+17.10%
Winner
JMOM
+21.86%
6M
FSMD
+16.31%
Winner
JMOM
+24.33%
1Y
FSMD
+29.18%
Winner
JMOM
+37.41%
5Y(CAGR)
FSMD
+10.27%
Winner
JMOM
+16.18%
10Y(CAGR)
FSMD
N/A
JMOM
+16.49%
Max(CAGR)
FSMD
+12.18%
Winner
JMOM
+16.49%
FSMD vs JMOM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FSMD | JMOM |
|---|---|---|
| 2026 | +17.23% | +23.06% |
| 2025 | +8.92% | +17.75% |
| 2024 | +15.63% | +29.74% |
| 2023 | +17.73% | +23.74% |
| 2022 | -11.54% | -20.41% |
| 2021 | +27.63% | +26.82% |
| 2020 | +8.61% | +28.12% |
| 2019 | +8.81% | +28.88% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +3.32% |
FSMD vs JMOM Drawdown Comparison
The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
| Rank | FSMD | JMOM |
|---|---|---|
| #1 | -40.66% Feb 19, 2020 - Nov 23, 2020 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -22.16% Nov 25, 2024 - Sep 11, 2025 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -20.63% Nov 16, 2021 - Dec 14, 2023 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -8.43% Feb 26, 2026 - Apr 13, 2026 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -7.33% May 3, 2019 - Jul 24, 2019 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -7.32% Jul 31, 2024 - Aug 30, 2024 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -7.15% Mar 28, 2024 - May 15, 2024 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -6.03% Jul 26, 2019 - Oct 28, 2019 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -5.92% Sep 18, 2025 - Dec 10, 2025 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -5.53% Jun 11, 2021 - Aug 11, 2021 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -5.44% Mar 15, 2021 - Apr 14, 2021 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -5.01% Sep 2, 2021 - Oct 20, 2021 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -4.72% Aug 30, 2024 - Sep 19, 2024 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -4.70% May 7, 2021 - Jun 8, 2021 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -4.49% Feb 24, 2021 - Mar 10, 2021 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between FSMD and JMOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
FSMD vs JMOM dividend yield comparison.
| Year | FSMD | JMOM |
|---|---|---|
| 2026 | 0.33% | 0.15% |
| 2025 | 1.33% | 0.86% |
| 2024 | 1.29% | 0.75% |
| 2023 | 1.37% | 1.21% |
| 2022 | 1.54% | 1.39% |
| 2021 | 1.18% | 0.64% |
| 2020 | 1.32% | 0.85% |
| 2019 | 1.37% | 1.11% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 0.29% |
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