FESM vs IWM

AFESM

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWM $12,766

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%IWM · $100 on $10k

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

Held in common40.6%FESM and IWM

FESM

IWM

Fidelity Enhanced Small Cap ETF · $6.7BiShares Russell 2000 ETF · $75.4B

[…]3 years · per year[…] · $17,100+19.6%

[…]5 years · per year[…] · $12,766+5.0%

0.28%Expense ratio$28 · $19 on $10k · lower wins0.19%

0.89%12-mo yield$89 · $100 on $10k1.00%

−10.2%Worst dropSmaller wins−11.1%

18.5%VolatilityLower wins18.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFESM · IWM

1.0%GKOS0.4%

0.7%BTSG0.4%

0.3%CTRE0.3%

0.7%HQY0.3%

Held in common40.6%

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.89%	+0.5%	+18.2%	+21.0%	new	new	−10.2%	$6.7B

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.89%	+0.5%	+18.2%	+21.0%	new	new	−10.2%	$6.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FESM vs IWM

FESM

Fidelity Enhanced Small Cap

[…]

IWM

iShares Russell 2000

$12,766

MeasureFESMIWM

Fee0.28%0.19%

Cost on $10k a year$28$19

Yield0.89%1.00%

5 years, per year[…]+5.0%

3 years, per year[…]+19.6%

Worst drop · 1Y−10.2%−11.1%

Volatility · 1Y18.5%18.7%

2–2measures won
level

40.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FESM, IWM, IWF

Today

40.6%most shared, FESM and IWM

FESMIWMIWF

FESM—40.6%0.3%

IWM40.6%—0.0%

IWF0.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

FESM$89 − $28 = $61

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee