FFSM vs IWR

AFFSM

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$14,248FFSM · IWR $13,915

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common9.9%FFSM and IWR

FFSM

IWR

Fidelity Fundamental Small-Mid Cap ETF · $1.4BiShares Russell Mid-Cap ETF · $58.8B

+19.8%3 years · per year$17,201 · $17,017+19.4%

+7.3%5 years · per year$14,248 · $13,915+6.8%

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

0.49%12-mo yield$49 · $118 on $10k1.18%

−13.0%Worst dropSmaller wins−8.2%

19.2%VolatilityLower wins13.8%

2–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · IWR

0.4%KDP0.3%

0.4%STT0.3%

0.9%VTR0.3%

0.3%FIX0.3%

Held in common9.9%

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	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	−3.5%	+12.8%	+15.3%	+19.4%	+6.8%	−8.2%	$58.8B

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

FFSM vs IWR

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

IWR

iShares Russell Mid-Cap

$13,916

MeasureFFSMIWR

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield0.49%1.18%

5 years, per year+7.3%+6.8%

3 years, per year+19.8%+19.4%

Worst drop · 1Y−13.0%−8.2%

Volatility · 1Y19.2%13.8%

4–2measures won
IWR first

9.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FFSM, IWR

Today

9.9%most shared, FFSM and IWR

FFSMIWR

FFSM—9.9%

IWR9.9%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

FFSM$49 − $43 = $6

KeptFee

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