FESM vs IJR

AFESM

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IJR $13,468

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common29.4%FESM and IJR

FESM

IJR

Fidelity Enhanced Small Cap ETF · $6.4BiShares Core S&P Small-Cap ETF · $106B

[…]3 years · per year[…] · $16,862+19.0%

[…]5 years · per year[…] · $13,468+6.1%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $121 on $10k1.21%

−10.2%Worst dropSmaller wins−9.7%

17.9%VolatilityLower wins15.8%

0–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFESM · IJR

1.0%GKOS0.8%

0.4%LTH0.5%

0.4%SNEX0.3%

0.5%MXL0.3%

Held in common29.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	+0.2%	+21.5%	+23.7%	new	new	−10.2%	$6.4B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	+0.2%	+21.5%	+23.7%	new	new	−10.2%	$6.4B

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

FESM vs IJR

FESM

Fidelity Enhanced Small Cap

[…]

IJR

iShares Core S&P Small-Cap

$13,468

MeasureFESMIJR

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield0.86%1.21%

5 years, per year[…]+6.1%

3 years, per year[…]+19.0%

Worst drop · 1Y−10.2%−9.7%

Volatility · 1Y17.9%15.8%

4–0measures won
IJR first

29.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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

Overlap: FESM, IJR, VOO

Today

29.4%most shared, FESM and IJR

FESMIJRVOO

FESM—29.4%0.0%

IJR29.4%—0.0%

VOO0.0%0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

FESM$86 − $28 = $58

KeptFee

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