Compare · 3 funds side by side · dividends reinvested

FEMG, IWR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

FEMG, IWR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.8B2.0

Fidelity Enhanced Mid Cap Growth ETFUS Stock Styles · Mid cap0.23%0.20%[…][…][…][…][…][…]$6M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: FEMG 2026 · IWR 2001 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Mid Cap Growth ETF · $6M[…]

FEMG

IWR

iShares Russell Mid-Cap ETF · $56.8B$13,924

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

FEMGMeasureIWR

[…]Year to dateJan 1 → Nov 6+12.9%

[…]1 yearTotal return+14.7%

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

[…]5 years · per year$10,000 became […] · $13,924+6.8%

0.23%Expense ratio$23 · $18 a year on $10k · lower is better0.18%

0.20%Trailing 12-mo yield$20 · $118 a year on $10k1.18%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.8%

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

0–2IWR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FEMG vs IWR: Top 5 Holdings

Today

FEMG

12.5%in top 5

IWR

in top 53.5%

FEMGStockIWR

3.3%SNOW0.7%

2.8%NETnot top 5

2.2%DDOGnot top 5

2.2%FASTnot top 5

2.0%SPGnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5MRNA0.7%

not top 5RCL0.6%

Held in common24.5%

End-of-day Nov 6, 2026 · share of each fund

FEMG vs IWR Returns, Every Period

FidelityFEMG

[…]

past year

IWRiShares

+14.7%

past year

Returns […]

FEMGIWRFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FEMG vs VTV

YTD

FidelityFEMG

[…]

VTVVanguard

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.2%Yield1.9%

$6.3MAssets$184B

1–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FEMG, IWR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWR0.18%$18

FEMG0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FEMG, IWR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWR1.18%$118

FEMG0.20%$20

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWR$118 − $18 = $100

FEMG$20 − $23 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FEMG, IWR, VTV

Today

24.5%most shared, FEMG and IWR

FEMGIWRVTV

FEMG—24.5%3.7%

IWR24.5%—19.1%

VTV3.7%19.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWRWorst drop−8.2%13.8% vol

FEMGWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWR

+18.5%Year to date+12.9%

1.9%Yield1.2%

+22.9%Past year+14.7%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026