Compare · 2 funds side by side · dividends reinvested

FFSM and IWR

FFSMFidelity×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,162FFSM · best of the two

02 / 04

FFSM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Fidelity Fundamental Small-Mid Cap ETFUS Stock Styles · Mid cap0.43%0.47%+15.0%+20.0%+22.0%+8.7%−13.0%18.7%$1.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FFSM 2021 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Fundamental Small-Mid Cap ETF · $1.4B$15,162

FFSM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

FFSMMeasureIWR

+15.0%Year to dateJan 1 → Nov 4+16.9%

+20.0%1 yearTotal return+18.2%

+22.0%3 years · per year$10,000 became $18,142 · $17,790+21.2%

+8.7%5 years · per year$10,000 became $15,162 · $14,596+7.9%

0.43%Expense ratio$43 · $18 a year on $10k · lower is better0.18%

0.47%Trailing 12-mo yield$47 · $114 a year on $10k1.14%

−13.0%Worst dropSmaller is better−8.2%

18.7%VolatilityLower is calmer13.4%

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

3–5IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FFSM vs IWR: Top 5 Holdings

Today

FFSM

8.1%in top 5

IWR

in top 53.7%

FFSMStockIWR

1.7%ATInot top 5

1.7%SNXnot top 5

1.6%SANMnot top 5

1.6%IESCnot top 5

1.5%FCFSnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common9.9%

End-of-day Nov 4, 2026 · share of each fund

FFSM vs IWR Returns, Every Period

FidelityFFSM

+8.7%

5 years, per year

IWRiShares

+7.9%

5 years, per year

FFSMIWRFaded: behind in that period

3–1FFSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FFSM vs IWR

YTD

FidelityFFSM

+15.0%

IWRiShares

+16.9%

+15.0%Year to date+16.9%

−13.0%Worst drop · 1Y−8.2%

18.7%Volatility · 1Y13.4%

0.5%Yield1.1%

$1.4BAssets$58.2B

4–0IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FFSM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FFSM0.43%$43

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FFSM, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

FFSM0.47%$47

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FFSM$47 − $43 = $4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FFSM, IWR

Today

9.9%most shared, FFSM and IWR

FFSMIWR

FFSM—9.9%

IWR9.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.0%FFSM, at 18.7% volatility

IWRWorst drop−8.2%13.4% vol

FFSMWorst drop−13.0%18.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRFFSM

+16.9%Year to date+15.0%

1.1%Yield0.5%

+18.2%Past year+20.0%

0.18%Fee0.43%

3–1IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026