EQTY vs FMDE

AEQTY

BFMDE

Measures won1–3FMDE wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%FMDE · $104 on $10k

Smallest drop−8.3%FMDE · worst fall in 1Y

Held in common2.2%EQTY and FMDE

EQTY

FMDE

Kovitz Core Equity ETF · $1.4BFidelity Enhanced Mid Cap ETF · $8.1B

+20.5%3 years · per year$17,507 · […][…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $23 on $10k · lower wins0.23%

0.02%12-mo yield$2 · $104 on $10k1.04%

−11.9%Worst dropSmaller wins−8.3%

12.8%VolatilityLower wins13.3%

1–3FMDE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · FMDE

3.7%KEYS0.8%

1.9%ADBE0.5%

4.4%BDXA0.2%

2.5%COO0.2%

Held in common2.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	0.0%	+10.1%	+14.3%	+20.5%	new	−11.9%	$1.4B
3	BFMDE	Fidelity Enhanced Mid Cap ETFRead Desk	0.23%	1.04%	+0.2%	+15.7%	+18.1%	new	new	−8.3%	$8.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	0.0%	+10.1%	+14.3%	+20.5%	new	−11.9%	$1.4B
3	BFMDE	Fidelity Enhanced Mid Cap ETFRead Desk	0.23%	1.04%	+0.2%	+15.7%	+18.1%	new	new	−8.3%	$8.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs FMDE

EQTY

Kovitz Core Equity

[…]

FMDE

Fidelity Enhanced Mid Cap

[…]

MeasureEQTYFMDE

Fee0.99%0.23%

Cost on $10k a year$99$23

Yield0.02%1.04%

5 years, per year[…][…]

3 years, per year+20.5%[…]

Worst drop · 1Y−11.9%−8.3%

Volatility · 1Y12.8%13.3%

3–1measures won
FMDE first

2.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: EQTY, FMDE, IWF

Today

20.3%most shared, EQTY and IWF

EQTYFMDEIWF

EQTY—2.2%20.3%

FMDE2.2%—8.3%

IWF20.3%8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, FMDE

FMDE$104 − $23 = $81

IWF$37 − $18 = $19

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee