Compare · 3 funds side by side · dividends reinvested

FSMD, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

FSMD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.1%+15.6%+18.3%+8.5%−8.5%15.7%$2.5B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSMD 2019 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,023

FSMD

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

FSMDMeasureIWF

+12.1%Year to dateJan 1 → Nov 5−6.5%

+15.6%1 yearTotal return−7.6%

+18.3%3 years · per year$10,000 became $16,553 · $17,073+19.5%

+8.5%5 years · per year$10,000 became $15,023 · $15,330+8.9%

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

1.33%Trailing 12-mo yield$133 · $39 a year on $10k0.39%

−8.5%Worst dropSmaller is better−14.6%

15.7%VolatilityLower is calmer19.3%

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

6–2FSMD wins

End-of-day Nov 5, 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 5, 2026 · share of each fund

FSMD vs IWF Returns, Every Period

FidelityFSMD

+8.5%

5 years, per year

IWFiShares

+8.9%

5 years, per year

FSMDIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSMD vs VUG

YTD

FidelityFSMD

+12.1%

VUGVanguard

+0.5%

+12.1%Year to date+0.5%

−8.5%Worst drop · 1Y−15.1%

15.7%Volatility · 1Y19.0%

1.3%Yield0.4%

$2.5BAssets$233B

4–0FSMD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FSMD0.15%$15

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSMD, IWF, VUG

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSMD, IWF, VUG

Today

78.0%most shared, IWF and VUG

FSMDIWFVUG

FSMD—1.4%0.1%

IWF1.4%—78.0%

VUG0.1%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%FSMD, at 15.7% volatility

FSMDWorst drop−8.5%15.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDVUG

+12.1%Year to date+0.5%

1.3%Yield0.4%

+15.6%Past year−0.6%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026