Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FFSM (Fidelity Fundamental Small-Mid Cap ETF) 19.44% 38.32% 21.00% 10.25% NA NA NA
Data as of 06/11/2026, Common starting date is 02/04/2021
More Performance Analytics Comparison
Name Start Date End Date
FFSM (Fidelity Fundamental Small-Mid Cap ETF) 02/04/2021 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.00 38.32 21.00 10.25 NA NA NA 19.44 14.89 14.38 17.31 -16.35 19.77
Sharpe Ratio NA 1.82 0.92 0.35 NA NA NA 1.86 0.54 0.64 0.79 -0.67 1.24
Standard Deviation(%) NA 18.17 19.22 20.68 NA NA NA 20.97 22.33 16.74 17.43 26.61 17.75
Draw Down(%) NA 10.37 24.78 26.65 NA NA NA 10.37 23.04 9.22 13.58 25.28 8.53
Yield(%) 0.00 0.63 0.75 0.61 0.35 0.23 0.18 0.13 0.64 0.71 0.66 0.48 0.44
Data as of 06/11/2026, Common starting date is 02/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFSM (Fidelity Fundamental Small-Mid Cap ETF) 3.22%
Apr 2021 – Apr 2024
8.47%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFSM (Fidelity Fundamental Small-Mid Cap ETF) 22.46%
May 2023 – May 2026
10.06%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return