Compare FESM and HWMV

FESM and HWMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.86%+21.5%+23.7%[…][…]−10.2%17.9%$6.4B1.0

Hotchkis & Wiley Mid-Cap Value FundUS Stock Styles · Mid cap0.94%0.00%[…][…][…][…][…][…]$522K2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FESM 2007 · HWMV 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Enhanced Small Cap ETF · $6.4B[…]

FESM

HWMV

Hotchkis & Wiley Mid-Cap Value Fund · $522K[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

FESMMeasureHWMV

+21.5%Year to dateJan 1 → Nov 3[…]

+23.7%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.28%Expense ratio$28 · $94 a year on $10k · lower is better0.94%

0.86%Trailing 12-mo yield$86 · $0 a year on $10k0.00%

−10.2%Worst dropSmaller is better[…]

17.9%VolatilityLower is calmer[…]

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

2–0FESM wins

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

More Ways to See the Pairs

FESM vs HWMV: Top 5 Holdings

Today

FESM

4.0%in top 5

HWMV

in top 518.9%

FESMStockHWMV

not top 5AIG4.3%

not top 5WDAY3.8%

not top 5APA3.7%

not top 5KOS3.7%

not top 5FI3.3%

1.0%GKOSnot top 5

0.8%CMCnot top 5

0.7%IBPnot top 5

0.7%OSCRnot top 5

0.7%OUTnot top 5

Held in common2.3%

End-of-day Nov 3, 2026 · share of each fund

FESM vs HWMV Returns, Every Period

1Y

FidelityFESM

+23.7%

past year

HWMVHotchkis & Wiley

[…]

past year

Returns […]

FESMHWMVFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FESM vs HWMV

YTD

FidelityFESM

+21.5%

HWMVHotchkis & Wiley

[…]

+21.5%Year to date[…]

−10.2%Worst drop · 1Y[…]

17.9%Volatility · 1Y[…]

0.9%Yield0.0%

$6.4BAssets$522K

1–0FESM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FESM, HWMV

Today

0.28%lowest, FESM

FundExpense ratioFee$10k

FESM0.28%$28

HWMV0.94%$94

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FESM, HWMV

1Y

0.86%highest, FESM

FundTrailing yieldYield$10k

FESM0.86%$86

HWMV0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$58most kept, FESM

FESM$86 − $28 = $58

HWMV$0 − $94 = −$94

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FESM, HWMV

Today

2.3%most shared, FESM and HWMV

FESMHWMV

FESM—2.3%

HWMV2.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.7%FESM, at 17.9% volatility

FESMWorst drop−10.2%17.9% vol

HWMVWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026