Compare · 4 funds side by side · dividends reinvested

FSMD, VUG, IVV and IWF

FSMDFidelity×VUGVanguard×IVViShares×IWFiShares×

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

02 / 04

FSMD, VUG, 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%$875B1.6

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.29%+15.1%+19.1%+18.4%+8.7%−8.5%15.8%$2.5B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.6

Rank among the four1st → 4thFee, 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 · VUG 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMD

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FSMDMeasureVUG

+15.1%Year to dateJan 1 → Nov 9+4.2%

+19.1%1 yearTotal return+4.7%

+18.4%3 years · per year$10,000 became $16,609 · $18,569+22.9%

+8.7%5 years · per year$10,000 became $15,143 · $16,565+10.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.29%Trailing 12-mo yield$129 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

15.8%VolatilityLower is calmer19.1%

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

5–3FSMD 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 VUG: Top 5 Holdings

Today

FSMD

2.1%in top 5

VUG

in top 545.2%

FSMDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.1%

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

FSMD vs VUG Returns, Every Period

FidelityFSMD

+8.7%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

FSMDVUGFaded: behind in that period

2–2Level

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

Stocks vs Core: FSMD vs IVV

YTD

FidelityFSMD

+15.1%

IVViShares

+11.3%

+15.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.8%

1.3%Yield1.1%

$2.5BAssets$875B

3–1FSMD wins

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

Cost, Income and Risk

Fees: FSMD, VUG, IVV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

FSMD0.15%$15

IWF0.18%$18

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

Yields: FSMD, VUG, IVV, IWF

1.29%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.29%$129

IVV1.11%$111

VUG0.41%$41

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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: FSMD, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

FSMDVUGIVVIWF

FSMD—0.1%0.9%1.4%

VUG0.1%—55.1%78.1%

IVV0.9%55.1%—56.0%

IWF1.4%78.1%56.0%—

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

Return vs Bumpiness: 4 ETFs

+19.1%FSMD, at 15.8% volatility

IVVWorst drop−8.9%13.8% vol

FSMDWorst drop−8.5%15.8% vol

VUGWorst drop−15.1%19.1% 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 Four

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