Compare · 2 funds side by side · dividends reinvested

FSMD and IWF

FSMDFidelity×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

FSMD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.5%+19.4%+20.2%+9.6%−8.5%15.2%$2.5B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

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: FSMD 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,837

FSMD

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

FSMDMeasureIWF

+16.5%Year to dateJan 1 → Nov 4−0.1%

+19.4%1 yearTotal return−3.0%

+20.2%3 years · per year$10,000 became $17,362 · $18,310+22.3%

+9.6%5 years · per year$10,000 became $15,838 · $16,559+10.6%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.28%Trailing 12-mo yield$128 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−15.6%

15.2%VolatilityLower is calmer18.3%

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

6–2FSMD wins

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

More Ways to See the Pairs

FSMD vs IWF: Top 5 Holdings

Today

FSMD

2.2%in top 5

IWF

in top 539.6%

FSMDStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.6%Pnot top 5

0.4%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%EXELnot top 5

Held in common1.4%

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

FSMD vs IWF Returns, Every Period

FidelityFSMD

+9.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

FSMDIWFFaded: behind in that period

2–2Level

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

FSMD vs IWF

YTD

FidelityFSMD

+16.5%

IWFiShares

−0.1%

+16.5%Year to date−0.1%

−8.5%Worst drop · 1Y−15.6%

15.2%Volatility · 1Y18.3%

1.3%Yield0.4%

$2.5BAssets$121B

4–0FSMD wins

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

Cost, Income and Risk

Fees: FSMD, IWF

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

IWF0.18%$18

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

Yields: FSMD, IWF

1.28%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.28%$128

IWF0.37%$37

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

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

IWF$37 − $18 = $19

KeptFee

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

Overlap: FSMD, IWF

Today

1.4%most shared, FSMD and IWF

FSMDIWF

FSMD—1.4%

IWF1.4%—

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

Return vs Bumpiness: 2 ETFs

+19.4%FSMD, at 15.2% volatility

FSMDWorst drop−8.5%15.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

FSMDIWF

+16.5%Year to date−0.1%

1.3%Yield0.4%

+19.4%Past year−3.0%

0.15%Fee0.18%

4–0FSMD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026