Compare · 3 funds side by side · dividends reinvested

FESM, IWM 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, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.85%+23.2%+25.5%[…][…]−10.2%18.0%$6.4B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FESM

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

FESMMeasureIWM

+23.2%Year to dateJan 1 → Nov 5+16.2%

+25.5%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

0.85%Trailing 12-mo yield$85 · $96 a year on $10k0.96%

−10.2%Worst dropSmaller is better−11.1%

18.0%VolatilityLower is calmer18.2%

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

4–2FESM 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 IWM: Top 5 Holdings

Today

FESM

4.1%in top 5

IWM

in top 51.8%

FESMStockIWM

1.0%GKOS0.5%

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.8%CMCnot top 5

0.7%HQYnot top 5

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common40.8%

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

FESM vs IWM Returns, Every Period

FidelityFESM

+25.5%

past year

IWMiShares

+16.9%

past year

FESMIWMFaded: behind in that period

2–0FESM wins

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

FESM vs IWM

YTD

FidelityFESM

+23.2%

IWMiShares

+16.2%

+23.2%Year to date+16.2%

−10.2%Worst drop · 1Y−11.1%

18.0%Volatility · 1Y18.2%

0.9%Yield1.0%

$6.4BAssets$77.4B

3–1FESM wins

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

Cost, Income and Risk

Fees: FESM, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

FESM0.28%$28

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

Yields: FESM, IWM, VUG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

FESM0.85%$85

VUG0.40%$40

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FESM$85 − $28 = $57

VUG$40 − $3 = $37

KeptFee

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

Overlap: FESM, IWM, VUG

Today

40.8%most shared, FESM and IWM

FESMIWMVUG

FESM—40.8%0.1%

IWM40.8%—0.0%

VUG0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+25.5%FESM, at 18.0% volatility

FESMWorst drop−10.2%18.0% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IWMFESM

+16.2%Year to date+23.2%

1.0%Yield0.9%

+16.9%Past year+25.5%

0.19%Fee0.28%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026