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SKOR vs. FSMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SKOR vs. FSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and Fidelity Small-Mid Multifactor ETF (FSMD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SKOR achieves a 0.54% return, which is significantly lower than FSMD's 17.58% return.


SKOR

1D
-0.05%
1M
0.37%
YTD
0.54%
6M
1.02%
1Y
5.20%
3Y*
6.13%
5Y*
1.74%
10Y*
2.88%

FSMD

1D
1.00%
1M
4.34%
YTD
17.58%
6M
15.58%
1Y
29.65%
3Y*
17.46%
5Y*
10.00%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SKOR vs. FSMD - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
0.54%7.99%4.42%7.64%-9.88%-1.40%8.84%7.96%
FSMD
Fidelity Small-Mid Multifactor ETF
17.58%8.70%15.18%17.37%-11.15%26.40%8.94%8.81%

Correlation

The correlation between SKOR and FSMD is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2019

0.22

Over the past year, SKOR and FSMD have become more correlated (0.44) than their long-term average of 0.22, meaning their price movements have been converging.

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Return for Risk

SKOR vs. FSMD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SKOR
SKOR Risk / Return Rank: 6161
Overall Rank
SKOR Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 6969
Sortino Ratio Rank
SKOR Omega Ratio Rank: 6565
Omega Ratio Rank
SKOR Calmar Ratio Rank: 5454
Calmar Ratio Rank
SKOR Martin Ratio Rank: 5454
Martin Ratio Rank

FSMD
FSMD Risk / Return Rank: 6666
Overall Rank
FSMD Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FSMD Sortino Ratio Rank: 6464
Sortino Ratio Rank
FSMD Omega Ratio Rank: 5858
Omega Ratio Rank
FSMD Calmar Ratio Rank: 7474
Calmar Ratio Rank
FSMD Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SKOR vs. FSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and Fidelity Small-Mid Multifactor ETF (FSMD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SKORFSMDDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.18

Omega ratioGain probability vs. loss probability

1.34

1.31

+0.03

Calmar ratioReturn relative to maximum drawdown

2.38

3.30

-0.92

Martin ratioReturn relative to average drawdown

8.31

11.89

-3.58

SKOR vs. FSMD - Sharpe Ratio Comparison

The current SKOR Sharpe Ratio is 1.84, which is comparable to the FSMD Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of SKOR and FSMD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SKOR vs. FSMD - Drawdown Comparison

The maximum SKOR drawdown since its inception was -15.98%, smaller than the maximum FSMD drawdown of -40.67%. Use the drawdown chart below to compare losses from any high point for SKOR and FSMD.


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Drawdown Indicators


SKORFSMDDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-40.67%

+24.69%

Max Drawdown (1Y)

Largest decline over 1 year

-2.09%

-8.44%

+6.35%

Max Drawdown (3Y)

Largest decline over 3 years

-3.11%

-22.16%

+19.05%

Max Drawdown (5Y)

Largest decline over 5 years

-15.13%

-22.16%

+7.03%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

Current Drawdown

Current decline from peak

-0.57%

0.00%

-0.57%

Average Drawdown

Average peak-to-trough decline

-2.65%

-5.98%

+3.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

2.34%

-1.74%

Volatility

SKOR vs. FSMD - Volatility Comparison

The current volatility for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) is 0.94%, while Fidelity Small-Mid Multifactor ETF (FSMD) has a volatility of 5.14%. This indicates that SKOR experiences smaller price fluctuations and is considered to be less risky than FSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SKORFSMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.94%

5.14%

-4.20%

Volatility (6M)

Calculated over the trailing 6-month period

2.04%

11.85%

-9.81%

Volatility (1Y)

Calculated over the trailing 1-year period

2.71%

15.69%

-12.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.43%

18.55%

-14.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

21.43%

-16.53%

SKOR vs. FSMD - Expense Ratio Comparison

SKOR has a 0.22% expense ratio, which is lower than FSMD's 0.29% expense ratio.


Dividends

SKOR vs. FSMD - Dividend Comparison

SKOR's dividend yield for the trailing twelve months is around 4.66%, more than FSMD's 1.18% yield.


PositionTTM20252024202320222021202020192018201720162015
FSMD
Fidelity Small-Mid Multifactor ETF
1.18%1.33%1.29%1.37%1.54%1.18%1.32%1.37%0.00%0.00%0.00%0.00%
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.66%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%

Frequently Asked Questions


SKOR and FSMD have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FSMD has higher volatility (5.14%) compared to SKOR (0.94%). In terms of maximum drawdown, SKOR dropped -15.98% vs FSMD's -40.67%.

On 5-year performance, FSMD leads with 10.00% vs 1.74% for SKOR. On fees, SKOR is cheaper at 0.22% per year. On volatility, SKOR has been the lower-risk option at 0.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FSMD has performed better with a 10.00% return vs 1.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SKOR is cheaper with a 0.22% expense ratio, compared with 0.29% for FSMD.

SKOR has the higher dividend yield at 4.66%, compared with 1.18% for FSMD.

SKOR is categorized as Corporate Bonds, while FSMD is Small Cap Growth Equities. SKOR tracks NorthernTrustUS Corporate Bond Quality Value Index, while FSMD tracks Fidelity Small-Mid Multifactor Index. They also come from different issuers: Northern Trust and Fidelity. Their fees differ too: 0.22% for SKOR and 0.29% for FSMD.

SKOR currently has the higher Sharpe Ratio (1.84 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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