Compare · 3 funds side by side · dividends reinvested

FESM, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

FESM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+17.6%+22.1%[…][…]−10.2%18.5%$6.4B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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: FESM 2007 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FESM

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

FESMMeasureIWF

+17.6%Year to dateJan 1 → Nov 5−6.5%

+22.1%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.28%Expense ratio$28 · $18 a year on $10k · lower is better0.18%

0.89%Trailing 12-mo yield$89 · $39 a year on $10k0.39%

−10.2%Worst dropSmaller is better−14.6%

18.5%VolatilityLower is calmer19.3%

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

5–1FESM 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 IWF: Top 5 Holdings

Today

FESM

4.1%in top 5

IWF

in top 539.6%

FESMStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.0%GKOSnot top 5

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.8%CMCnot top 5

0.7%HQYnot top 5

Held in common0.4%

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

FESM vs IWF Returns, Every Period

FidelityFESM

+22.1%

past year

IWFiShares

−7.6%

past year

FESMIWFFaded: behind in that period

2–0FESM wins

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

FESM vs VUG

YTD

FidelityFESM

+17.6%

VUGVanguard

+0.5%

+17.6%Year to date+0.5%

−10.2%Worst drop · 1Y−15.1%

18.5%Volatility · 1Y19.0%

0.9%Yield0.4%

$6.4BAssets$233B

4–0FESM wins

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

Cost, Income and Risk

Fees: FESM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FESM0.28%$28

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

Yields: FESM, IWF, VUG

0.89%highest, FESM

FundTrailing yieldYield$10k

FESM0.89%$89

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$61most kept, FESM

FESM$89 − $28 = $61

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: FESM, IWF, VUG

Today

78.0%most shared, IWF and VUG

FESMIWFVUG

FESM—0.4%0.1%

IWF0.4%—78.0%

VUG0.1%78.0%—

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

Return vs Bumpiness: 3 ETFs

+22.1%FESM, at 18.5% volatility

FESMWorst drop−10.2%18.5% vol

VUGWorst drop−15.1%19.0% 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

FESMVUG

+17.6%Year to date+0.5%

0.9%Yield0.4%

+22.1%Past year−0.6%

0.28%Fee0.03%

3–1FESM 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