FSEV vs IWM

AFSEV

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWM $12,845

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%IWM · $97 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common28.2%FSEV and IWM

FSEV

IWM

Fidelity Enhanced Small Cap Value ETF · $8MiShares Russell 2000 ETF · $76.6B

[…]3 years · per year[…] · $17,194+19.8%

[…]5 years · per year[…] · $12,845+5.1%

0.28%Expense ratio$28 · $19 on $10k · lower wins0.19%

0.63%12-mo yield$63 · $97 on $10k0.97%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.8%

0–2IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSEV · IWM

0.9%UMBF0.3%

0.8%CTRE0.3%

0.7%JXN0.3%

0.7%LTH0.3%

Held in common28.2%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.63%	+2.4%	new	new	new	new	[…]	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSEV vs IWM

FSEV

Fidelity Enhanced Small Cap Value

[…]

IWM

iShares Russell 2000

$12,845

MeasureFSEVIWM

Fee0.28%0.19%

Cost on $10k a year$28$19

Yield0.63%0.97%

5 years, per year[…]+5.1%

3 years, per year[…]+19.8%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.8%

2–0measures won
IWM first

28.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FSEV, IWM, VUG

Today

28.2%most shared, FSEV and IWM

FSEVIWMVUG

FSEV—28.2%0.0%

IWM28.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

FSEV$63 − $28 = $35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee