Compare · 3 funds side by side · dividends reinvested

FSEV, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

FSEV, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

Fidelity Enhanced Small Cap Value ETFUS Stock Styles · Small cap0.28%0.63%[…][…][…][…][…][…]$8M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSEV 2026 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Small Cap Value ETF · $8M[…]

FSEV

IWM

iShares Russell 2000 ETF · $76.6B$12,845

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

FSEVMeasureIWM

[…]Year to dateJan 1 → Nov 9+15.5%

[…]1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $12,845+5.1%

0.28%Expense ratio$28 · $19 a year on $10k · lower is better0.19%

0.63%Trailing 12-mo yield$63 · $97 a year on $10k0.97%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.8%

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

0–2IWM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSEV vs IWM: Top 5 Holdings

Today

FSEV

4.4%in top 5

IWM

in top 51.9%

FSEVStockIWM

0.9%HOMBnot top 5

0.9%CMCnot top 5

0.9%UMBF0.3%

0.9%PECOnot top 5

0.8%CNOnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

Held in common28.2%

End-of-day Nov 9, 2026 · share of each fund

FSEV vs IWM Returns, Every Period

FidelityFSEV

[…]

past year

IWMiShares

+18.7%

past year

Returns […]

FSEVIWMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSEV vs IWM

YTD

FidelityFSEV

[…]

IWMiShares

+15.5%

[…]Year to date+15.5%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.8%

0.6%Yield1.0%

$7.9MAssets$76.6B

1–0IWM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSEV, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

FSEV0.28%$28

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSEV, IWM, VUG

0.97%highest, IWM

FundTrailing yieldYield$10k

IWM0.97%$97

FSEV0.63%$63

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

FSEV$63 − $28 = $35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSEV, IWM, VUG

Today

28.2%most shared, FSEV and IWM

FSEVIWMVUG

FSEV—28.2%0.0%

IWM28.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

FSEVWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVUG

+15.5%Year to date+4.2%

1.0%Yield0.4%

+18.7%Past year+4.7%

0.19%Fee0.03%

3–1IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026