Compare · 3 funds side by side · dividends reinvested

VUG, FSMD and IWF

VUGVanguard×FSMDFidelity×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,688 · 2022VUG$16,124IWF$15,441FSMD$15,041Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three
02 / 04

VUG, FSMD and IWF, 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%$113B2.6
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: VUG 2004 · FSMD 2019 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Morningstar Growth ETF · $233B$16,124
VUG
FSMD
Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

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

VUGMeasureFSMD
+1.4%Year to dateJan 1 → Nov 6+12.2%
+0.2%1 yearTotal return+14.6%
+22.6%3 years · per year$10,000 became $18,415 · $16,462+18.1%
+10.0%5 years · per year$10,000 became $16,124 · $15,041+8.5%
0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%
0.42%Trailing 12-mo yield$42 · $133 a year on $10k1.33%
−15.1%Worst dropSmaller is better−8.5%
19.0%VolatilityLower is calmer15.6%
VUGFSMD Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5FSMD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

VUG vs FSMD: Top 5 Holdings

Today
VUG
45.2%in top 5
in top 52.1%
VUGStockFSMD
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 5P0.5%
not top 5THC0.5%
not top 5GH0.4%
not top 5INCY0.4%
not top 5L0.4%
Held in common0.1%
End-of-day Nov 6, 2026 · share of each fund
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VUG vs FSMD Returns, Every Period

5Y
VanguardVUG
+10.0%
5 years, per year
FSMDFidelity
+8.5%
5 years, per year
0%+10%+20%+30%+1.4%+12.2%YTD+0.2%+14.6%1 year+22.6%+18.1%3 yrs · yr+10.0%+8.5%5 yrs · yr
VUGFSMDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VUG vs FSMD

YTD
VanguardVUG
+1.4%
FSMDFidelity
+12.2%
Jan 1Nov 6+1.4%+12.2%
+1.4%Year to date+12.2%
−15.1%Worst drop · 1Y−8.5%
19.0%Volatility · 1Y15.6%
0.4%Yield1.3%
$233BAssets$2.5B
4–0FSMD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VUG, FSMD, IWF

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
@TheETFTracker·theetftracker.com

Yields: VUG, FSMD, IWF

1Y
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
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$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
@TheETFTracker·theetftracker.com

Overlap: VUG, FSMD, IWF

Today
78.0%most shared, VUG and IWF
VUGFSMDIWF
VUG—0.1%78.0%
FSMD0.1%—1.4%
IWF78.0%1.4%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+14.6%FSMD, at 15.6% volatility
−10%0%+10%+20%10%15%20%25%Volatility · 1 year → bumpierFSMD +14.6%VUG +0.2%IWF −6.5%
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
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+12.2%+1.4%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com