FESM vs IWM

AFESM

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWM $13,509

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%IWM · $96 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 · $6.4BiShares Russell 2000 ETF · $77.4B

[…]3 years · per year[…] · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

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

0.85%12-mo yield$85 · $96 on $10k0.96%

−10.2%Worst dropSmaller wins−11.1%

18.0%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFESM · IWM

1.0%GKOS0.5%

0.7%BTSG0.4%

0.4%TWST0.3%

0.3%CTRE0.3%

Held in common40.6%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

End-of-day Nov 4, 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

$13,509

MeasureFESMIWM

Fee0.28%0.19%

Cost on $10k a year$28$19

Yield0.85%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−10.2%−11.1%

Volatility · 1Y18.0%18.2%

2–2measures won
level

40.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FESM, IWM, VUG

Today

40.6%most shared, FESM and IWM

FESMIWMVUG

FESM—40.6%0.0%

IWM40.6%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FESM$85 − $28 = $57

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee