FDMO vs IWF

AFDMO

BIWF

Measures won5–1FDMO wins · of 6 · 5Y

$10,000 · 5Y$17,409FDMO · IWF $15,892

Lowest cost0.15%FDMO · $15 on $10k

Most income0.67%FDMO · $67 on $10k

Smallest drop−14.2%FDMO · worst fall in 1Y

Held in common44.2%FDMO and IWF

FDMO

IWF

Fidelity Momentum Factor ETF · $818MiShares Russell 1000 Growth ETF · $118B

+24.1%3 years · per year$19,117 · $17,207+19.8%

+11.7%5 years · per year$17,409 · $15,892+9.7%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.67%12-mo yield$67 · $38 on $10k0.38%

−14.2%Worst dropSmaller wins−14.6%

20.9%VolatilityLower wins19.5%

5–1FDMO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDMO · IWF

9.1%AAPL8.8%

8.0%NVDA14.3%

5.0%GOOGL5.5%

2.3%AMD2.4%

Held in common44.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.67%	+3.0%	+5.4%	+7.1%	+24.1%	+11.7%	−14.2%	$818M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.67%	+3.0%	+5.4%	+7.1%	+24.1%	+11.7%	−14.2%	$818M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDMO vs IWF

FDMO

Fidelity Momentum Factor

$17,409

IWF

iShares Russell 1000 Growth

$15,892

MeasureFDMOIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.67%0.38%

5 years, per year+11.7%+9.7%

3 years, per year+24.1%+19.8%

Worst drop · 1Y−14.2%−14.6%

Volatility · 1Y20.9%19.5%

5–1measures won
FDMO first

44.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDMO, IWF

Today

44.2%most shared, FDMO and IWF

FDMOIWF

FDMO—44.2%

IWF44.2%—

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

Income After Fees on $10,000

$52most kept, FDMO

FDMO$67 − $15 = $52

IWF$38 − $18 = $20

KeptFee

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