Compare · 3 funds side by side · dividends reinvested

FESM, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

FESM, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+18.2%+21.0%[…][…]−10.2%18.5%$6.7B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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: FESM 2007 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Small Cap ETF · $6.7B[…]

FESM

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 40.6% in common

FESMMeasureIWM

+18.2%Year to dateJan 1 → Nov 6+11.9%

+21.0%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.28%Expense ratio$28 · $19 a year on $10k · lower is better0.19%

0.89%Trailing 12-mo yield$89 · $100 a year on $10k1.00%

−10.2%Worst dropSmaller is better−11.1%

18.5%VolatilityLower is calmer18.7%

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

4–2FESM wins

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

More Ways to See the Pairs

FESM vs IWM: Top 5 Holdings

Today

FESM

4.0%in top 5

IWM

in top 51.8%

FESMStockIWM

1.0%GKOS0.4%

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.7%CMCnot top 5

0.7%HQYnot top 5

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common40.6%

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

FESM vs IWM Returns, Every Period

FidelityFESM

+21.0%

past year

IWMiShares

+13.0%

past year

FESMIWMFaded: behind in that period

2–0FESM wins

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

FESM vs IWM

YTD

FidelityFESM

+18.2%

IWMiShares

+11.9%

+18.2%Year to date+11.9%

−10.2%Worst drop · 1Y−11.1%

18.5%Volatility · 1Y18.7%

0.9%Yield1.0%

$6.7BAssets$75.4B

3–1FESM wins

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

Cost, Income and Risk

Fees: FESM, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

FESM0.28%$28

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

Yields: FESM, IWM, IWF

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

FESM0.89%$89

IWF0.39%$39

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

FESM$89 − $28 = $61

IWF$39 − $18 = $21

KeptFee

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

Overlap: FESM, IWM, IWF

Today

40.6%most shared, FESM and IWM

FESMIWMIWF

FESM—40.6%0.3%

IWM40.6%—0.0%

IWF0.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.0%FESM, at 18.5% volatility

FESMWorst drop−10.2%18.5% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWMFESM

+11.9%Year to date+18.2%

1.0%Yield0.9%

+13.0%Past year+21.0%

0.19%Fee0.28%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

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