Compare · 3 funds side by side · dividends reinvested

VUG, FESM and IWF

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

02 / 04

VUG, FESM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+18.2%+21.0%[…][…]−10.2%18.5%$6.7B1.3

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%$115B2.5

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: VUG 2004 · FESM 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

FESM

Fidelity Enhanced Small Cap ETF · $6.7B[…]

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

VUGMeasureFESM

+1.4%Year to dateJan 1 → Nov 6+18.2%

+0.2%1 yearTotal return+21.0%

+22.6%3 years · per year$10,000 became $18,415 · […][…]

+10.0%5 years · per year$10,000 became $16,124 · […][…]

0.03%Expense ratio$3 · $28 a year on $10k · lower is better0.28%

0.42%Trailing 12-mo yield$42 · $89 a year on $10k0.89%

−15.1%Worst dropSmaller is better−10.2%

19.0%VolatilityLower is calmer18.5%

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

1–5FESM wins

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

More Ways to See the Pairs

VUG vs FESM: Top 5 Holdings

Today

VUG

45.2%in top 5

FESM

in top 54.0%

VUGStockFESM

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5GKOS1.0%

not top 5OSCR0.8%

not top 5IBP0.8%

not top 5CMC0.7%

not top 5HQY0.7%

Held in common0.1%

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

VUG vs FESM Returns, Every Period

VanguardVUG

+0.2%

past year

FESMFidelity

+21.0%

past year

VUGFESMFaded: behind in that period

0–2FESM wins

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

VUG vs FESM

YTD

VanguardVUG

+1.4%

FESMFidelity

+18.2%

+1.4%Year to date+18.2%

−15.1%Worst drop · 1Y−10.2%

19.0%Volatility · 1Y18.5%

0.4%Yield0.9%

$233BAssets$6.7B

4–0FESM wins

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

Cost, Income and Risk

Fees: VUG, FESM, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FESM0.28%$28

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

Yields: VUG, FESM, IWF

0.89%highest, FESM

FundTrailing yieldYield$10k

FESM0.89%$89

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$61most kept, FESM

FESM$89 − $28 = $61

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: VUG, FESM, IWF

Today

78.0%most shared, VUG and IWF

VUGFESMIWF

VUG—0.1%78.0%

FESM0.1%—0.3%

IWF78.0%0.3%—

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

Return vs Bumpiness: 3 ETFs

+21.0%FESM, at 18.5% volatility

FESMWorst drop−10.2%18.5% 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

FESMVUG

+18.2%Year to date+1.4%

0.9%Yield0.4%

+21.0%Past year+0.2%

0.28%Fee0.03%

3–1FESM 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