IWF vs FSMD

AIWF

BFSMD

Measures won2–4FSMD wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%FSMD · $133 on $10k

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

Held in common1.4%IWF and FSMD

IWF

FSMD

iShares Russell 1000 Growth ETF · $115BFidelity Small-Mid Multifactor ETF · $2.5B

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

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

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

0.39%12-mo yield$39 · $133 on $10k1.33%

−14.6%Worst dropSmaller wins−8.5%

19.4%VolatilityLower wins15.6%

2–4FSMD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · FSMD

0.1%P0.5%

0.1%GH0.4%

0.1%VIK0.3%

0.1%GDDY0.3%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWF	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	BFSMD	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWF	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	BFSMD	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

IWF vs FSMD

IWF

iShares Russell 1000 Growth

$15,442

FSMD

Fidelity Small-Mid Multifactor

$15,041

MeasureIWFFSMD

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield0.39%1.33%

5 years, per year+9.1%+8.5%

3 years, per year+19.4%+18.1%

Worst drop · 1Y−14.6%−8.5%

Volatility · 1Y19.4%15.6%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWF, FSMD, VUG

Today

78.0%most shared, IWF and VUG

IWFFSMDVUG

IWF—1.4%78.0%

FSMD1.4%—0.1%

VUG78.0%0.1%—

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

Income After Fees on $10,000

$118most kept, FSMD

FSMD$133 − $15 = $118

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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