Compare · 2 funds side by side · dividends reinvested

FSEG and IWM

FSEGFidelity×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 03

FSEG and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.0

Fidelity Enhanced Small Cap Growth ETFUS Stock Styles · Small cap0.28%0.08%[…][…][…][…][…][…]$7M2.0

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: FSEG 2026 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,064

IWM

FSEG

Fidelity Enhanced Small Cap Growth ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 34.6% in common

IWMMeasureFSEG

+14.4%Year to dateJan 1 → Nov 3[…]

+14.8%1 yearTotal return[…]

+21.3%3 years · per year$10,000 became $17,832 · […][…]

+5.5%5 years · per year$10,000 became $13,064 · […][…]

0.19%Expense ratio$19 · $28 a year on $10k · lower is better0.28%

0.98%Trailing 12-mo yield$98 · $8 a year on $10k0.08%

−11.1%Worst dropSmaller is better[…]

18.1%VolatilityLower is calmer[…]

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

2–0IWM wins

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

More Ways to See the Pairs

IWM vs FSEG: Top 5 Holdings

Today

IWM

1.9%in top 5

FSEG

in top 55.3%

IWMStockFSEG

0.5%GKOS1.5%

0.4%BTSG1.0%

not top 5OSCR1.0%

not top 5ANF0.9%

not top 5YOU0.9%

0.3%FROGnot top 5

0.3%TWSTnot top 5

0.3%MOG-Anot top 5

Held in common34.6%

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

IWM vs FSEG Returns, Every Period

iSharesIWM

+14.8%

past year

FSEGFidelity

[…]

past year

Returns […]

IWMFSEGFaded: behind in that period

0–0Level

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

IWM vs FSEG

YTD

iSharesIWM

+14.4%

FSEGFidelity

[…]

+14.4%Year to date[…]

−11.1%Worst drop · 1Y[…]

18.1%Volatility · 1Y[…]

1.0%Yield0.1%

$75.8BAssets$6.5M

1–0IWM wins

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

Cost, Income and Risk

Fees: FSEG, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

FSEG0.28%$28

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

Yields: FSEG, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

FSEG0.08%$8

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

FSEG$8 − $28 = −$20

KeptFee

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

Overlap: FSEG, IWM

Today

34.6%most shared, FSEG and IWM

FSEGIWM

FSEG—34.6%

IWM34.6%—

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

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

IWMWorst drop−11.1%18.1% vol

FSEGWorst drop[…][…]

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

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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