Compare · 3 funds side by side · dividends reinvested

EQTY, FMDE and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

EQTY, FMDE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Mid Cap ETFUS Stock Styles · Mid cap0.23%1.06%+12.7%+16.3%[…][…]−8.3%13.7%$8.1B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.1

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+9.1%+14.2%+19.2%[…]−11.9%13.4%$1.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EQTY 2011 · FMDE 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

FMDE

Fidelity Enhanced Mid Cap ETF · $8.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

EQTYMeasureFMDE

+9.1%Year to dateJan 1 → Nov 5+12.7%

+14.2%1 yearTotal return+16.3%

+19.2%3 years · per year$10,000 became $16,955 · […][…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $23 a year on $10k · lower is better0.23%

0.02%Trailing 12-mo yield$2 · $106 a year on $10k1.06%

−11.9%Worst dropSmaller is better−8.3%

13.4%VolatilityLower is calmer13.7%

EQTYFMDE Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FMDE wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQTY vs FMDE: Top 5 Holdings

Today

EQTY

23.3%in top 5

FMDE

in top 54.9%

EQTYStockFMDE

5.4%GOOGnot top 5

4.8%AMZNnot top 5

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

not top 5MPC1.1%

not top 5ALL1.1%

not top 5NUE0.9%

not top 5SQ0.9%

not top 5SNOW0.9%

Held in common2.2%

End-of-day Nov 5, 2026 · share of each fund

EQTY vs FMDE Returns, Every Period

KovitzEQTY

+14.2%

past year

FMDEFidelity

+16.3%

past year

EQTYFMDEFaded: behind in that period

0–2FMDE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EQTY vs FMDE

YTD

KovitzEQTY

+9.1%

FMDEFidelity

+12.7%

+9.1%Year to date+12.7%

−11.9%Worst drop · 1Y−8.3%

13.4%Volatility · 1Y13.7%

0.0%Yield1.1%

$1.4BAssets$8.1B

3–1FMDE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQTY, FMDE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FMDE0.23%$23

EQTY0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EQTY, FMDE, IWF

1.06%highest, FMDE

FundTrailing yieldYield$10k

FMDE1.06%$106

IWF0.39%$39

EQTY0.02%$2

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, FMDE

FMDE$106 − $23 = $83

IWF$39 − $18 = $21

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EQTY, FMDE, IWF

Today

20.6%most shared, EQTY and IWF

EQTYFMDEIWF

EQTY—2.2%20.6%

FMDE2.2%—8.2%

IWF20.6%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.3%FMDE, at 13.7% volatility

EQTYWorst drop−11.9%13.4% vol

FMDEWorst drop−8.3%13.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FMDEEQTY

+12.7%Year to date+9.1%

1.1%Yield0.0%

+16.3%Past year+14.2%

0.23%Fee0.99%

4–0FMDE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026