FEMV vs IWR

AFEMV

BIWR

Measures won0–2IWR wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWR $14,220

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common35.0%FEMV and IWR

FEMV

IWR

Fidelity Enhanced Mid Cap Value ETF · $7MiShares Russell Mid-Cap ETF · $58.2B

[…]3 years · per year[…] · $17,698+21.0%

[…]5 years · per year[…] · $14,220+7.3%

0.23%Expense ratio$23 · $18 on $10k · lower wins0.18%

0.57%12-mo yield$57 · $115 on $10k1.15%

[…]Worst dropSmaller wins−8.2%

[…]VolatilityLower wins13.4%

0–2IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEMV · IWR

1.1%MPC1.0%

1.0%PSX0.8%

0.9%HPE0.5%

0.9%DLR0.5%

Held in common35.0%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	AFEMV	Fidelity Enhanced Mid Cap Value ETFRead Desk	0.23%	0.57%	−0.1%	new	new	new	new	[…]	$7M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B
3	AFEMV	Fidelity Enhanced Mid Cap Value ETFRead Desk	0.23%	0.57%	−0.1%	new	new	new	new	[…]	$7M

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

Cards for this view

FEMV vs IWR

FEMV

Fidelity Enhanced Mid Cap Value

[…]

IWR

iShares Russell Mid-Cap

$14,220

MeasureFEMVIWR

Fee0.23%0.18%

Cost on $10k a year$23$18

Yield0.57%1.15%

5 years, per year[…]+7.3%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]13.4%

2–0measures won
IWR first

35.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 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 3, 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 3, 2026

Overlap: FEMV, IWR, VTV

Today

35.0%most shared, FEMV and IWR

FEMVIWRVTV

FEMV—35.0%11.0%

IWR35.0%—19.3%

VTV11.0%19.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWR$115 − $18 = $97

FEMV$57 − $23 = $34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee