Compare · 3 funds side by side · dividends reinvested

FESM, VO and VUG

FESMFidelity×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FESM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+18.2%+21.0%[…][…]−10.2%18.5%$6.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: FESM 2007 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FESM

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FESMMeasureVO

+18.2%Year to dateJan 1 → Nov 6+10.6%

+21.0%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

0.89%Trailing 12-mo yield$89 · $139 a year on $10k1.39%

−10.2%Worst dropSmaller is better−8.2%

18.5%VolatilityLower is calmer12.9%

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

2–4VO 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 VO: Top 5 Holdings

Today

FESM

4.0%in top 5

in top 55.3%

FESMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%GKOSnot top 5

not top 5PWR1.0%

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.7%CMCnot top 5

0.7%HQYnot top 5

Held in common0.1%

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

FESM vs VO Returns, Every Period

FidelityFESM

+21.0%

past year

VOVanguard

+11.6%

past year

FESMVOFaded: behind in that period

2–0FESM wins

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

FESM vs VO

YTD

FidelityFESM

+18.2%

VOVanguard

+10.6%

+18.2%Year to date+10.6%

−10.2%Worst drop · 1Y−8.2%

18.5%Volatility · 1Y12.9%

0.9%Yield1.4%

$6.7BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: FESM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FESM0.28%$28

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

Yields: FESM, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

FESM0.89%$89

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

FESM$89 − $28 = $61

VUG$42 − $3 = $39

KeptFee

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

Overlap: FESM, VO, VUG

Today

10.2%most shared, VO and VUG

FESMVOVUG

FESM—0.1%0.1%

VO0.1%—10.2%

VUG0.1%10.2%—

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

VOWorst drop−8.2%12.9% vol

FESMWorst drop−10.2%18.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VOFESM

+10.6%Year to date+18.2%

1.4%Yield0.9%

+11.6%Past year+21.0%

0.03%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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026