FSMD vs IWF

AFSMD

BIWF

Measures won4–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IWF $15,892

Lowest cost0.03%VOO · $3 on $10k

Most income1.29%FSMD · $129 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 · $118B

+18.4%3 years · per year$16,609 · $17,207+19.8%

+8.7%5 years · per year$15,143 · $15,892+9.7%

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

1.29%12-mo yield$129 · $38 on $10k0.38%

−8.5%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.5%

4–2FSMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMD · IWF

0.5%P0.1%

0.4%GH0.1%

0.3%VIK0.1%

0.3%LSCC0.0%

Held in common1.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.29%	+2.6%	+15.1%	+19.1%	+18.4%	+8.7%	−8.5%	$2.5B

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

FSMD vs IWF

FSMD

Fidelity Small-Mid Multifactor

$15,143

IWF

iShares Russell 1000 Growth

$15,892

MeasureFSMDIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.29%0.38%

5 years, per year+8.7%+9.7%

3 years, per year+18.4%+19.8%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y15.8%19.5%

4–2measures won
FSMD first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: FSMD, IWF, VOO

Today

59.3%most shared, IWF and VOO

FSMDIWFVOO

FSMD—1.4%0.8%

IWF1.4%—59.3%

VOO0.8%59.3%—

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

Income After Fees on $10,000

$114most kept, FSMD

FSMD$129 − $15 = $114

VOO$107 − $3 = $104

IWF$38 − $18 = $20

KeptFee

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