FSMD vs IWF

AFSMD

BIWF

Measures won4–2FSMD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.4%FSMD and IWF

FSMD

IWF

Fidelity Small-Mid Multifactor ETF · $2.5BiShares Russell 1000 Growth ETF · $115B

+18.1%3 years · per year$16,462 · $17,022+19.4%

+8.5%5 years · per year$15,041 · $15,442+9.1%

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

1.33%12-mo yield$133 · $39 on $10k0.39%

−8.5%Worst dropSmaller wins−14.6%

15.6%VolatilityLower wins19.4%

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%GDDY0.1%

Held in common1.4%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B

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

FSMD vs IWF

FSMD

Fidelity Small-Mid Multifactor

$15,041

IWF

iShares Russell 1000 Growth

$15,442

MeasureFSMDIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.33%0.39%

5 years, per year+8.5%+9.1%

3 years, per year+18.1%+19.4%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y15.6%19.4%

4–2measures won
FSMD first

1.4%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: FSMD, IWF, VTV

Today

11.8%most shared, IWF and VTV

FSMDIWFVTV

FSMD—1.4%0.1%

IWF1.4%—11.8%

VTV0.1%11.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FSMD$133 − $15 = $118

IWF$39 − $18 = $21

KeptFee

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