FFSM vs IWF

AFFSM

BIWF

Measures won4–2FFSM wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FFSM $14,488

Lowest cost0.18%IWF · $18 on $10k

Most income0.49%FFSM · $49 on $10k

Smallest drop−13.0%FFSM · worst fall in 1Y

Held in common1.2%FFSM and IWF

FFSM

IWF

Fidelity Fundamental Small-Mid Cap ETF · $1.5BiShares Russell 1000 Growth ETF · $115B

+19.9%3 years · per year$17,236 · $17,022+19.4%

+7.7%5 years · per year$14,489 · $15,442+9.1%

0.43%Expense ratio$43 · $18 on $10k · lower wins0.18%

0.49%12-mo yield$49 · $39 on $10k0.39%

−13.0%Worst dropSmaller wins−14.6%

19.2%VolatilityLower wins19.4%

4–2FFSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · IWF

0.5%WDC0.3%

0.3%FIX0.1%

0.2%INSM0.1%

1.7%ATI0.1%

Held in common1.2%

End-of-day Nov 6, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	+1.1%	+11.2%	+14.9%	+19.9%	+7.7%	−13.0%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFSM vs IWF

FFSM

Fidelity Fundamental Small-Mid Cap

$14,489

IWF

iShares Russell 1000 Growth

$15,442

MeasureFFSMIWF

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield0.49%0.39%

5 years, per year+7.7%+9.1%

3 years, per year+19.9%+19.4%

Worst drop · 1Y−13.0%−14.6%

Volatility · 1Y19.2%19.4%

4–2measures won
FFSM first

1.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FFSM, IWF

Today

1.2%most shared, FFSM and IWF

FFSMIWF

FFSM—1.2%

IWF1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FFSM$49 − $43 = $6

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee