FESM vs IWO

AFESM

BIWO

Measures won3–1FESM wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · IWO $11,918

Lowest cost0.18%IWF · $18 on $10k

Most income0.86%FESM · $86 on $10k

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

Held in common36.3%FESM and IWO

FESM

IWO

Fidelity Enhanced Small Cap ETF · $6.4BiShares Russell 2000 Growth ETF · $13.9B

[…]3 years · per year[…] · $17,592+20.7%

[…]5 years · per year[…] · $11,918+3.6%

0.28%Expense ratio$28 · $24 on $10k · lower wins0.24%

0.86%12-mo yield$86 · $48 on $10k0.48%

−10.2%Worst dropSmaller wins−14.9%

17.9%VolatilityLower wins21.9%

3–1FESM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFESM · IWO

1.0%GKOS0.9%

0.6%BTSG0.8%

0.7%HQY0.6%

0.7%ANF0.5%

Held in common36.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BIWO	iShares Russell 2000 Growth ETFRead Desk	0.24%	0.48%	+1.0%	+9.3%	+7.0%	+20.7%	+3.6%	−14.9%	$13.9B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BIWO	iShares Russell 2000 Growth ETFRead Desk	0.24%	0.48%	+1.0%	+9.3%	+7.0%	+20.7%	+3.6%	−14.9%	$13.9B
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 IWO

FESM

Fidelity Enhanced Small Cap

[…]

IWO

iShares Russell 2000 Growth

$11,918

MeasureFESMIWO

Fee0.28%0.24%

Cost on $10k a year$28$24

Yield0.86%0.48%

5 years, per year[…]+3.6%

3 years, per year[…]+20.7%

Worst drop · 1Y−10.2%−14.9%

Volatility · 1Y17.9%21.9%

3–1measures won
FESM first

36.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FESM, IWO, IWF

Today

36.3%most shared, FESM and IWO

FESMIWOIWF

FESM—36.3%0.4%

IWO36.3%—0.0%

IWF0.4%0.0%—

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

Income After Fees on $10,000

$58most kept, FESM

FESM$86 − $28 = $58

IWO$48 − $24 = $24

IWF$37 − $18 = $19

KeptFee

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