Compare · 3 funds side by side · dividends reinvested

FEMV, IWR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

FEMV, IWR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.8%+15.3%+19.4%+6.8%−8.2%13.8%$56.8B2.0

Fidelity Enhanced Mid Cap Value ETFUS Stock Styles · Mid cap0.23%0.58%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: FEMV 2026 · IWR 2001 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Mid Cap Value ETF · $7M[…]

FEMV

IWR

iShares Russell Mid-Cap ETF · $56.8B$13,915

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

FEMVMeasureIWR

[…]Year to dateJan 1 → Nov 5+12.8%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,017+19.4%

[…]5 years · per year$10,000 became […] · $13,915+6.8%

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

0.58%Trailing 12-mo yield$58 · $118 a year on $10k1.18%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.8%

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

0–2IWR wins

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

More Ways to See the Pairs

FEMV vs IWR: Top 5 Holdings

Today

FEMV

5.2%in top 5

IWR

in top 53.6%

FEMVStockIWR

1.2%ALLnot top 5

1.1%NUEnot top 5

1.0%PYPLnot top 5

1.0%SQnot top 5

1.0%Fnot top 5

not top 5MPC0.8%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5MRNA0.7%

not top 5NET0.6%

Held in common35.3%

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

FEMV vs IWR Returns, Every Period

FidelityFEMV

[…]

past year

IWRiShares

+15.3%

past year

Returns […]

FEMVIWRFaded: behind in that period

0–0Level

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

FEMV vs VTV

YTD

FidelityFEMV

[…]

VTVVanguard

+19.0%

[…]Year to date+19.0%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.6%Yield1.9%

$6.9MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: FEMV, IWR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWR0.18%$18

FEMV0.23%$23

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

Yields: FEMV, IWR, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IWR1.18%$118

FEMV0.58%$58

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWR$118 − $18 = $100

FEMV$58 − $23 = $35

KeptFee

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

Overlap: FEMV, IWR, VTV

Today

35.3%most shared, FEMV and IWR

FEMVIWRVTV

FEMV—35.3%11.6%

IWR35.3%—19.1%

VTV11.6%19.1%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWRWorst drop−8.2%13.8% vol

FEMVWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVIWR

+19.0%Year to date+12.8%

1.9%Yield1.2%

+24.0%Past year+15.3%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026