FESM vs IWM

AFESM

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IWM $12,417

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common40.7%FESM and IWM

Fidelity Enhanced Small Cap ETF · $6.7BiShares Russell 2000 ETF · $78.1B

[…]3 years · per year[…] · $16,765+18.8%

[…]5 years · per year[…] · $12,417+4.4%

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

0.87%12-mo yield$87 · $98 on $10k0.98%

Cards for this view

FESM

Fidelity Enhanced Small Cap

[…]

IWM

iShares Russell 2000

$12,417

MeasureFESMIWM

Fee0.28%0.19%

Cost on $10k a year$28$19

Yield0.87%0.98%

5 years, per year[…]+4.4%

3 years, per year[…]+18.8%

Worst drop · 1Y−10.2%−11.1%

Volatility · 1Y18.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$78.1B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.87%	−1.4%	+21.1%	+23.0%	new	new	−10.2%	$6.7B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−1.6%	+13.9%	+15.2%	+18.8%	+4.4%	−11.1%	$78.1B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.87%	−1.4%	+21.1%	+23.0%	new	new	−10.2%	$6.7B

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