Compare · 3 funds side by side · dividends reinvested

FSMD, IWF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

FSMD, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

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 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

FSMDMeasureIWF

+15.1%Year to dateJan 1 → Nov 9−2.5%

+19.1%1 yearTotal return−2.2%

+18.4%3 years · per year$10,000 became $16,609 · $17,207+19.8%

+8.7%5 years · per year$10,000 became $15,143 · $15,892+9.7%

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

1.29%Trailing 12-mo yield$129 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

15.8%VolatilityLower is calmer19.5%

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

6–2FSMD wins

End-of-day Nov 9, 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

2.1%in top 5

IWF

in top 539.7%

FSMDStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%INCYnot top 5

0.4%GHnot top 5

0.4%EXELnot top 5

Held in common1.4%

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

FSMD vs IWF Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

FSMDIWFFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs VOO

YTD

FidelityFSMD

+15.1%

VOOVanguard

+11.3%

+15.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.7%

1.3%Yield1.1%

$2.5BAssets$1.00T

3–1FSMD wins

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

Cost, Income and Risk

Fees: FSMD, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FSMD0.15%$15

IWF0.18%$18

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

Yields: FSMD, IWF, VOO

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

VOO1.07%$107

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

VOO$107 − $3 = $104

IWF$38 − $18 = $20

KeptFee

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

Overlap: FSMD, IWF, VOO

Today

59.3%most shared, IWF and VOO

FSMDIWFVOO

FSMD—1.4%0.8%

IWF1.4%—59.3%

VOO0.8%59.3%—

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

VOOWorst drop−8.9%13.7% 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

FSMDVOO

+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