Compare · 2 funds side by side · dividends reinvested

FESM and IWO

FESMFidelity×IWOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,918IWO · best of the two

02 / 04

FESM and IWO, 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%$6.4B1.2

iShares Russell 2000 Growth ETFUS Stock Styles · Small cap0.24%0.48%+9.3%+7.0%+20.7%+3.6%−14.9%21.9%$13.9B1.6

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 · IWO 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FESM

IWO

iShares Russell 2000 Growth ETF · $13.9B$11,918

$10,000 five years ago, dividends reinvested · they hold 36.3% in common

FESMMeasureIWO

+21.5%Year to dateJan 1 → Nov 3+9.3%

+23.7%1 yearTotal return+7.0%

[…]3 years · per year$10,000 became […] · $17,592+20.7%

[…]5 years · per year$10,000 became […] · $11,918+3.6%

0.28%Expense ratio$28 · $24 a year on $10k · lower is better0.24%

0.86%Trailing 12-mo yield$86 · $48 a year on $10k0.48%

−10.2%Worst dropSmaller is better−14.9%

17.9%VolatilityLower is calmer21.9%

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

5–1FESM 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 IWO: Top 5 Holdings

Today

FESM

4.0%in top 5

IWO

in top 53.7%

FESMStockIWO

1.0%GKOS0.9%

0.8%CMCnot top 5

not top 5BTSG0.8%

0.7%IBPnot top 5

0.7%OSCRnot top 5

0.7%OUTnot top 5

not top 5FROG0.7%

not top 5TWST0.7%

not top 5MOG-A0.7%

Held in common36.3%

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

FESM vs IWO Returns, Every Period

FidelityFESM

+23.7%

past year

IWOiShares

+7.0%

past year

FESMIWOFaded: behind in that period

2–0FESM wins

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

FESM vs IWO

YTD

FidelityFESM

+21.5%

IWOiShares

+9.3%

+21.5%Year to date+9.3%

−10.2%Worst drop · 1Y−14.9%

17.9%Volatility · 1Y21.9%

0.9%Yield0.5%

$6.4BAssets$13.9B

4–0FESM wins

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

Cost, Income and Risk

Fees: FESM, IWO

Today

0.24%lowest, IWO

FundExpense ratioFee$10k

IWO0.24%$24

FESM0.28%$28

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

Yields: FESM, IWO

0.86%highest, FESM

FundTrailing yieldYield$10k

FESM0.86%$86

IWO0.48%$48

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

Income After Fees on $10,000

$58most kept, FESM

FESM$86 − $28 = $58

IWO$48 − $24 = $24

KeptFee

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

Overlap: FESM, IWO

Today

36.3%most shared, FESM and IWO

FESMIWO

FESM—36.3%

IWO36.3%—

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

Return vs Bumpiness: 2 ETFs

+23.7%FESM, at 17.9% volatility

FESMWorst drop−10.2%17.9% vol

IWOWorst drop−14.9%21.9% vol

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

Paid More vs Made More

YTD

FESMIWO

+21.5%Year to date+9.3%

0.9%Yield0.5%

+23.7%Past year+7.0%

0.28%Fee0.24%

3–1FESM wins

End-of-day Nov 3, 2026

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