Compare · 3 funds side by side · dividends reinvested

IWM, FSEG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

IWM, FSEG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

Fidelity Enhanced Small Cap Growth ETFUS Stock Styles · Small cap0.28%0.08%[…][…][…][…][…][…]$8M3.0

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: IWM 2000 · FSEG 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,845

IWM

FSEG

Fidelity Enhanced Small Cap Growth ETF · $8M[…]

$10,000 five years ago, dividends reinvested · they hold 34.7% in common

IWMMeasureFSEG

+15.5%Year to dateJan 1 → Nov 9[…]

+18.7%1 yearTotal return[…]

+19.8%3 years · per year$10,000 became $17,194 · […][…]

+5.1%5 years · per year$10,000 became $12,845 · […][…]

0.19%Expense ratio$19 · $28 a year on $10k · lower is better0.28%

0.97%Trailing 12-mo yield$97 · $8 a year on $10k0.08%

−11.1%Worst dropSmaller is better[…]

18.8%VolatilityLower is calmer[…]

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

2–0IWM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs FSEG: Top 5 Holdings

Today

IWM

1.9%in top 5

FSEG

in top 55.3%

IWMStockFSEG

0.4%GKOS1.4%

0.4%BTSG1.1%

not top 5YOU1.0%

not top 5OSCR1.0%

not top 5HNGE0.8%

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common34.7%

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

IWM vs FSEG Returns, Every Period

iSharesIWM

+18.7%

past year

FSEGFidelity

[…]

past year

Returns […]

IWMFSEGFaded: behind in that period

0–0Level

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

IWM vs VUG

YTD

iSharesIWM

+15.5%

VUGVanguard

+4.2%

+15.5%Year to date+4.2%

−11.1%Worst drop · 1Y−15.1%

18.8%Volatility · 1Y19.1%

1.0%Yield0.4%

$76.6BAssets$233B

4–0IWM wins

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

Cost, Income and Risk

Fees: IWM, FSEG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

FSEG0.28%$28

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

Yields: IWM, FSEG, VUG

0.97%highest, IWM

FundTrailing yieldYield$10k

IWM0.97%$97

VUG0.41%$41

FSEG0.08%$8

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

FSEG$8 − $28 = −$20

KeptFee

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

Overlap: IWM, FSEG, VUG

Today

34.7%most shared, IWM and FSEG

IWMFSEGVUG

IWM—34.7%0.0%

FSEG34.7%—0.1%

VUG0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

FSEGWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVUG

+15.5%Year to date+4.2%

1.0%Yield0.4%

+18.7%Past year+4.7%

0.19%Fee0.03%

3–1IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026