FESM vs VTV

AFESM

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%FESM and VTV

FESM

VTV

Fidelity Enhanced Small Cap ETF · $6.7BVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,832+21.3%

[…]5 years · per year[…] · $17,626+12.0%

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

0.89%12-mo yield$89 · $186 on $10k1.86%

−10.2%Worst dropSmaller wins−6.4%

18.5%VolatilityLower wins10.7%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · VTV

0.0%HBAN0.1%

Held in common0.0%

End-of-day Nov 5, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.7B

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	−4.6%	+17.6%	+22.1%	new	new	−10.2%	$6.7B

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

Cards for this view

FESM vs VTV

FESM

Fidelity Enhanced Small Cap

[…]

VTV

Vanguard Morningstar Value

$17,626

MeasureFESMVTV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield0.89%1.86%

5 years, per year[…]+12.0%

3 years, per year[…]+21.3%

Worst drop · 1Y−10.2%−6.4%

Volatility · 1Y18.5%10.7%

4–0measures won
VTV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FESM, VTV

Today

0.0%most shared, FESM and VTV

FESMVTV

FESM—0.0%

VTV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FESM$89 − $28 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee