FESM vs IWF

AFESM

BIWF

Measures won3–1FESM wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.89%FESM · $89 on $10k

Smallest drop−10.2%FESM · worst fall in 1Y

Held in common0.4%FESM and IWF

FESM

IWF

Fidelity Enhanced Small Cap ETF · $6.4BiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

0.89%12-mo yield$89 · $39 on $10k0.39%

−10.2%Worst dropSmaller wins−14.6%

18.5%VolatilityLower wins19.3%

3–1FESM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · IWF

0.5%GH0.1%

0.2%FTAI0.1%

0.1%INSM0.1%

0.1%FN0.0%

Held in common0.4%

End-of-day Nov 5, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.4B

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.4B

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

Cards for this view

FESM vs IWF

FESM

Fidelity Enhanced Small Cap

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureFESMIWF

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield0.89%0.39%

5 years, per year[…]+8.9%

3 years, per year[…]+19.5%

Worst drop · 1Y−10.2%−14.6%

Volatility · 1Y18.5%19.3%

3–1measures won
FESM first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FESM, IWF

Today

0.4%most shared, FESM and IWF

FESMIWF

FESM—0.4%

IWF0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$61most kept, FESM

FESM$89 − $28 = $61

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee