Compare · 2 funds side by side · dividends reinvested

FESM and IJH

FESMFidelity×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

FESM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.3

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+17.6%+22.1%[…][…]−10.2%18.5%$6.4B1.7

Rank among the two1st → 2ndFee, 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: FESM 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FESM

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

FESMMeasureIJH

+17.6%Year to dateJan 1 → Nov 5+9.5%

+22.1%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.28%Expense ratio$28 · $5 a year on $10k · lower is better0.05%

0.89%Trailing 12-mo yield$89 · $126 a year on $10k1.26%

−10.2%Worst dropSmaller is better−8.8%

18.5%VolatilityLower is calmer15.5%

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

2–4IJH wins

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

More Ways to See the Pairs

FESM vs IJH: Top 5 Holdings

Today

FESM

4.1%in top 5

IJH

in top 53.5%

FESMStockIJH

1.0%GKOSnot top 5

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.8%CMCnot top 5

not top 5UTHR0.8%

0.7%HQYnot top 5

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common8.1%

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

FESM vs IJH Returns, Every Period

FidelityFESM

+22.1%

past year

IJHiShares

+12.9%

past year

FESMIJHFaded: behind in that period

2–0FESM wins

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

FESM vs IJH

YTD

FidelityFESM

+17.6%

IJHiShares

+9.5%

+17.6%Year to date+9.5%

−10.2%Worst drop · 1Y−8.8%

18.5%Volatility · 1Y15.5%

0.9%Yield1.3%

$6.4BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: FESM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FESM0.28%$28

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

Yields: FESM, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

FESM0.89%$89

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

FESM$89 − $28 = $61

KeptFee

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

Overlap: FESM, IJH

Today

8.1%most shared, FESM and IJH

FESMIJH

FESM—8.1%

IJH8.1%—

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

Return vs Bumpiness: 2 ETFs

+22.1%FESM, at 18.5% volatility

IJHWorst drop−8.8%15.5% vol

FESMWorst drop−10.2%18.5% vol

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

Paid More vs Made More

YTD

IJHFESM

+9.5%Year to date+17.6%

1.3%Yield0.9%

+12.9%Past year+22.1%

0.05%Fee0.28%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026