FSMD vs IWF

AFSMD

BIWF

Measures won4–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FSMD $15,837

Lowest cost0.15%FSMD · $15 on $10k

Most income1.28%FSMD · $128 on $10k

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common1.4%FSMD and IWF

FSMD

IWF

Fidelity Small-Mid Multifactor ETF · $2.5BiShares Russell 1000 Growth ETF · $121B

+20.2%3 years · per year$17,362 · $18,310+22.3%

+9.6%5 years · per year$15,838 · $16,559+10.6%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.28%12-mo yield$128 · $37 on $10k0.37%

−8.5%Worst dropSmaller wins−15.6%

15.2%VolatilityLower wins18.3%

4–2FSMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · IWF

0.6%P0.1%

0.4%GH0.1%

0.3%VIK0.1%

0.3%HALO0.0%

Held in common1.4%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.28%	+0.7%	+16.5%	+19.4%	+20.2%	+9.6%	−8.5%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMD vs IWF

FSMD

Fidelity Small-Mid Multifactor

$15,838

IWF

iShares Russell 1000 Growth

$16,559

MeasureFSMDIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.28%0.37%

5 years, per year+9.6%+10.6%

3 years, per year+20.2%+22.3%

Worst drop · 1Y−8.5%−15.6%

Volatility · 1Y15.2%18.3%

4–2measures won
FSMD first

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSMD, IWF

Today

1.4%most shared, FSMD and IWF

FSMDIWF

FSMD—1.4%

IWF1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, FSMD

FSMD$128 − $15 = $113

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee