Compare · 2 funds side by side · dividends reinvested

FMDE and IWR

FMDEFidelity×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

FMDE 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%$58.2B1.3

Fidelity Enhanced Mid Cap ETFUS Stock Styles · Mid cap0.23%1.03%+16.8%+18.6%[…][…]−8.3%13.3%$8.1B1.7

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: FMDE 2007 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Mid Cap ETF · $8.1B[…]

FMDE

IWR

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

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

FMDEMeasureIWR

+16.8%Year to dateJan 1 → Nov 4+16.9%

+18.6%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.23%Expense ratio$23 · $18 a year on $10k · lower is better0.18%

1.03%Trailing 12-mo yield$103 · $114 a year on $10k1.14%

−8.3%Worst dropSmaller is better−8.2%

13.3%VolatilityLower is calmer13.4%

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

2–4IWR wins

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

More Ways to See the Pairs

FMDE vs IWR: Top 5 Holdings

Today

FMDE

5.1%in top 5

IWR

in top 53.7%

FMDEStockIWR

1.3%MPC0.9%

1.0%ALLnot top 5

1.0%NUEnot top 5

0.9%LHXnot top 5

0.9%AMEnot top 5

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common45.1%

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

FMDE vs IWR Returns, Every Period

FidelityFMDE

+18.6%

past year

IWRiShares

+18.2%

past year

FMDEIWRFaded: behind in that period

1–1Level

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

FMDE vs IWR

YTD

FidelityFMDE

+16.8%

IWRiShares

+16.9%

+16.8%Year to date+16.9%

−8.3%Worst drop · 1Y−8.2%

13.3%Volatility · 1Y13.4%

1.0%Yield1.1%

$8.1BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: FMDE, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FMDE0.23%$23

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

Yields: FMDE, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

FMDE1.03%$103

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

FMDE$103 − $23 = $80

KeptFee

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

Overlap: FMDE, IWR

Today

45.1%most shared, FMDE and IWR

FMDEIWR

FMDE—45.1%

IWR45.1%—

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

Return vs Bumpiness: 2 ETFs

+18.6%FMDE, at 13.3% volatility

FMDEWorst drop−8.3%13.3% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

IWRFMDE

+16.9%Year to date+16.8%

1.1%Yield1.0%

+18.2%Past year+18.6%

0.18%Fee0.23%

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