FESM vs VB

AFESM

BVB

Measures won0–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,687VB

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common14.7%FESM and VB

FESM

Fidelity Enhanced Small Cap ETF · $6.4BVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $17,404+20.3%

[…]5 years · per year[…] · $13,687+6.5%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

0.86%12-mo yield$86 · $125 on $10k1.25%

−10.2%Worst dropSmaller wins−9.0%

17.9%VolatilityLower wins15.7%

0–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · VB

0.5%GH0.3%

0.3%FTAI0.2%

0.2%TTMI0.2%

0.3%TWST0.2%

Held in common14.7%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	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 VB

FESM

Fidelity Enhanced Small Cap

[…]

Vanguard Morningstar Small-Cap

$13,687

MeasureFESMVB

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield0.86%1.25%

5 years, per year[…]+6.5%

3 years, per year[…]+20.3%

Worst drop · 1Y−10.2%−9.0%

Volatility · 1Y17.9%15.7%

4–0measures won
VB first

14.7%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

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, VB

Today

14.7%most shared, FESM and VB

FESMVB

FESM—14.7%

VB14.7%—

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

FESM$86 − $28 = $58

KeptFee

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