Compare · 3 funds side by side · dividends reinvested

IWF, FSMD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IWF, FSMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · FSMD 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

FSMD

Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

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

IWFMeasureFSMD

−5.3%Year to dateJan 1 → Nov 6+12.2%

−6.5%1 yearTotal return+14.6%

+19.4%3 years · per year$10,000 became $17,022 · $16,462+18.1%

+9.1%5 years · per year$10,000 became $15,442 · $15,041+8.5%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

0.39%Trailing 12-mo yield$39 · $133 a year on $10k1.33%

−14.6%Worst dropSmaller is better−8.5%

19.4%VolatilityLower is calmer15.6%

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

2–6FSMD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs FSMD: Top 5 Holdings

Today

IWF

39.8%in top 5

FSMD

in top 52.1%

IWFStockFSMD

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5P0.5%

not top 5THC0.5%

not top 5GH0.4%

not top 5INCY0.4%

not top 5L0.4%

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

IWF vs FSMD Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

FSMDFidelity

+8.5%

5 years, per year

IWFFSMDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs FSMD

YTD

iSharesIWF

−5.3%

FSMDFidelity

+12.2%

−5.3%Year to date+12.2%

−14.6%Worst drop · 1Y−8.5%

19.4%Volatility · 1Y15.6%

0.4%Yield1.3%

$115BAssets$2.5B

4–0FSMD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, FSMD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FSMD0.15%$15

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWF, FSMD, VUG

1.33%highest, FSMD

FundTrailing yieldYield$10k

FSMD1.33%$133

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWF, FSMD, VUG

Today

78.0%most shared, IWF and VUG

IWFFSMDVUG

IWF—1.4%78.0%

FSMD1.4%—0.1%

VUG78.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%FSMD, at 15.6% volatility

FSMDWorst drop−8.5%15.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSMDVUG

+12.2%Year to date+1.4%

1.3%Yield0.4%

+14.6%Past year+0.2%

0.15%Fee0.03%

3–1FSMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026