Compare · 3 funds side by side · dividends reinvested

FVAL, IWF and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,645FVAL · best of the three

Story of the three · IncomeMost incomeFVAL · 1.50% · $150 a year on $10k

Story of the three · RiskSmallest drop

FVAL, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.50%+14.9%+17.9%+21.3%+12.0%−8.9%12.4%$1.4B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: FVAL 2016 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,645

FVAL

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

FVALMeasure

More Ways to See the Pairs

FVAL vs IWF: Top 5 Holdings

Today

FVAL

29.1%in top 5

IWF

in top 538.3%

FVALStockIWF

6.4%NVDA12.7%

8.1%AAPL8.8%

6.4%MSFT6.4%

4.4%GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: FVAL, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

FVAL0.15%$15

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FVAL, IWF, IJH

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWF

+14.9%Year to dateJan 1 → Nov 11−1.2%

+17.9%1 yearTotal return−2.8%

+21.3%3 years · per year$10,000 became $17,868 · $17,180+19.8%

+12.0%5 years · per year$10,000 became $17,645 · $15,927+9.8%

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

1.50%Trailing 12-mo yield$150 · $37 a year on $10k0.37%

−8.9%Worst dropSmaller is better−14.6%

12.4%VolatilityLower is calmer19.6%

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

8–0FVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

3.9%AMZNnot top 5

Held in common43.0%

End-of-day Nov 11, 2026 · share of each fund

FVAL vs IWF Returns, Every Period

5Y

FidelityFVAL

+12.0%

5 years, per year

IWFiShares

+9.8%

5 years, per year

FVALIWFFaded: behind in that period

4–0FVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FVAL vs IJH

YTD

FidelityFVAL

+14.9%

IJHiShares

+14.2%

+14.9%Year to date+14.2%

−8.9%Worst drop · 1Y−8.8%

12.4%Volatility · 1Y15.7%

1.5%Yield1.2%

$1.4BAssets$124B

3–1FVAL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.50%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.50%$150

IJH1.21%$121

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, FVAL

FVAL$150 − $15 = $135

IJH$121 − $5 = $116

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FVAL, IWF, IJH

Today

43.0%most shared, FVAL and IWF

FVALIWFIJH

FVAL—43.0%3.6%

IWF43.0%—1.9%

IJH3.6%1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.9%FVAL, at 12.4% volatility

FVALWorst drop−8.9%12.4% vol

IJHWorst drop−8.8%15.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FVALIJH

+14.9%Year to date+14.2%

1.5%Yield1.2%

+17.9%Past year+15.9%

0.15%Fee0.05%

3–1FVAL wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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FVAL, IWF and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three