JMOM vs FSMD
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF).
5-Year PerformanceJMOM has outperformed FSMD, delivering a return of +15.6% compared to +10.0%
JMOM vs FSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.40B
FSMD
$2.40B
Expense Ratio
Winner
JMOM
0.12%
FSMD
0.15%
Max Drawdown
Winner
JMOM
34.31%
FSMD
40.93%
Sharpe Ratio
Winner
JMOM
1.79
FSMD
1.42
5Y Beta
JMOM
1.05
Winner
FSMD
0.95
P/E Ratio
JMOM
32.83
Winner
FSMD
20.12
Forward P/E
JMOM
22.09
Winner
FSMD
15.40
PEG Ratio
JMOM
0.32
FSMD
N/A
5Y Dividends CAGR
Winner
JMOM
12.88%
FSMD
10.63%
5Y EPS CAGR
Winner
JMOM
23.96%
FSMD
15.81%
Debt to Equity
JMOM
29.94%
Winner
FSMD
29.89%
P/S Ratio
JMOM
2.57
Winner
FSMD
1.61
P/B Ratio
JMOM
5.55
Winner
FSMD
2.63
JMOM vs FSMD - Holdings Comparison
JMOM and FSMD have 68 common holdings. Overlap is 10.94%
JMOM's top 25 holdings weight is 34.03%. FSMD's top 25 holdings weight is 16.85%.
| Rank | JMOM | FSMD |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.35% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.28% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.48% | CIENA CORP (CIEN) - 1.29% |
| #3 | BROADCOM INC (AVGO) - 2.41% | n/a (n/a) - 1.17% |
| #4 | NVIDIA CORP (NVDA) - 2.07% | LUMENTUM HOLDINGS INC (LITE) - 1.08% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.00% | COHERENT CORP (COHR) - 0.99% |
| #6 | APPLE INC (AAPL) - 1.86% | COMFORT SYSTEMS USA INC (FIX) - 0.95% |
| #7 | INTEL CORP (INTC) - 1.57% | FLEX LTD (FLEX) - 0.92% |
| #8 | MICROSOFT CORP (MSFT) - 1.56% | ANGLOGOLD ASHANTI PLC (AU) - 0.56% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.45% | EMCOR GROUP INC (EME) - 0.54% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.43% | CASEY'S GENERAL STORES INC (CASY) - 0.47% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.47% |
| #12 | WALMART INC (WMT) - 1.29% | STERLING INFRASTRUCTURE INC (STRL) - 0.47% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.29% | TECHNIPFMC PLC (FTI) - 0.46% |
| #14 | CATERPILLAR INC (CAT) - 1.24% | TAPESTRY INC (TPR) - 0.45% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.19% | NVENT ELECTRIC PLC (NVT) - 0.44% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.16% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.42% |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% | FABRINET (FN) - 0.42% |
| #18 | ORACLE CORP (ORCL) - 1.07% | EVERPURE INC CLASS A (P) - 0.41% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.97% | CURTISS-WRIGHT CORP (CW) - 0.40% |
| #20 | GE AEROSPACE (GE) - 0.96% | CARPENTER TECHNOLOGY CORP (CRS) - 0.39% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.26% |
| #22 | DATADOG INC CLASS A (DDOG) - 0.43% | EXELIXIS INC (EXEL) - 0.26% |
| #23 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43% | MUELLER INDUSTRIES INC (MLI) - 0.25% |
| #24 | ON SEMICONDUCTOR CORP (ON) - 0.42% | API GROUP CORP (APG) - 0.25% |
| #25 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42% | TENET HEALTHCARE CORP (THC) - 0.25% |
| Total Holdings | 239 | 556 |
JMOM vs FSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+4.53%
FSMD
+4.42%
3M
Winner
JMOM
+20.43%
FSMD
+17.32%
6M
Winner
JMOM
+21.29%
FSMD
+15.59%
1Y
Winner
JMOM
+34.20%
FSMD
+27.74%
5Y(CAGR)
Winner
JMOM
+15.65%
FSMD
+10.01%
10Y(CAGR)
JMOM
+16.22%
FSMD
N/A
Max(CAGR)
Winner
JMOM
+16.22%
FSMD
+12.12%
JMOM vs FSMD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | FSMD |
|---|---|---|
| 2026 | +20.47% | +16.66% |
| 2025 | +17.75% | +8.92% |
| 2024 | +29.74% | +15.63% |
| 2023 | +23.74% | +17.73% |
| 2022 | -20.41% | -11.54% |
| 2021 | +26.82% | +27.63% |
| 2020 | +28.12% | +8.61% |
| 2019 | +28.88% | +8.81% |
| 2018 | -5.24% | N/A |
| 2017 | +3.32% | N/A |
JMOM vs FSMD Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current JMOM drawdown is -1.17%.
| Rank | JMOM | FSMD |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -40.66% Feb 19, 2020 - Nov 23, 2020 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -22.16% Nov 25, 2024 - Sep 11, 2025 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -20.63% Nov 16, 2021 - Dec 14, 2023 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -8.43% Feb 26, 2026 - Apr 13, 2026 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -7.33% May 3, 2019 - Jul 24, 2019 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -7.32% Jul 31, 2024 - Aug 30, 2024 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -6.03% Jul 26, 2019 - Oct 28, 2019 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -5.92% Sep 18, 2025 - Dec 10, 2025 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -5.53% Jun 11, 2021 - Aug 11, 2021 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -5.44% Mar 15, 2021 - Apr 14, 2021 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -5.01% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -4.72% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -4.70% May 7, 2021 - Jun 8, 2021 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -4.49% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between JMOM and FSMD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
JMOM vs FSMD dividend yield comparison.
| Year | JMOM | FSMD |
|---|---|---|
| 2026 | 0.15% | 0.33% |
| 2025 | 0.86% | 1.33% |
| 2024 | 0.75% | 1.29% |
| 2023 | 1.21% | 1.37% |
| 2022 | 1.39% | 1.54% |
| 2021 | 0.64% | 1.18% |
| 2020 | 0.85% | 1.32% |
| 2019 | 1.11% | 1.37% |
| 2018 | 1.38% | 0.00% |
| 2017 | 0.29% | 0.00% |
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