Compare · 3 funds side by side · dividends reinvested

FSMD, IVV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

FSMD, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

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: FSMD 2019 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$15,143

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

IVVMeasureFSMD

+11.3%Year to dateJan 1 → Nov 9+15.1%

+13.6%1 yearTotal return+19.1%

+22.0%3 years · per year$10,000 became $18,159 · $16,609+18.4%

+11.9%5 years · per year$10,000 became $17,545 · $15,143+8.7%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.11%Trailing 12-mo yield$111 · $129 a year on $10k1.29%

−8.9%Worst dropSmaller is better−8.5%

13.8%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

IVV vs FSMD: Top 5 Holdings

Today

IVV

27.8%in top 5

FSMD

in top 52.1%

IVVStockFSMD

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5P0.5%

not top 5THC0.5%

not top 5INCY0.4%

not top 5GH0.4%

not top 5EXEL0.4%

Held in common0.9%

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

IVV vs FSMD Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

FSMDFidelity

+8.7%

5 years, per year

IVVFSMDFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs FSMD

YTD

iSharesIVV

+11.3%

FSMDFidelity

+15.1%

+11.3%Year to date+15.1%

−8.9%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y15.8%

1.1%Yield1.3%

$875BAssets$2.5B

3–1FSMD wins

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

Cost, Income and Risk

Fees: FSMD, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FSMD0.15%$15

IWF0.18%$18

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

Yields: FSMD, IVV, IWF

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

IVV1.11%$111

IWF0.38%$38

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

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

IVV$111 − $3 = $108

IWF$38 − $18 = $20

KeptFee

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

Overlap: FSMD, IVV, IWF

Today

56.0%most shared, IVV and IWF

FSMDIVVIWF

FSMD—0.9%1.4%

IVV0.9%—56.0%

IWF1.4%56.0%—

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

Return vs Bumpiness: 3 ETFs

+19.1%FSMD, at 15.8% volatility

IVVWorst drop−8.9%13.8% vol

FSMDWorst drop−8.5%15.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

FSMDIVV

+15.1%Year to date+11.3%

1.3%Yield1.1%

+19.1%Past year+13.6%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026