IWM vs FESM

AIWM

BFESM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,766IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.00%IWM · $100 on $10k

Smallest drop−10.2%FESM · worst fall in 1Y

Held in common40.6%IWM and FESM

IWM

FESM

iShares Russell 2000 ETF · $76.6BFidelity Enhanced Small Cap ETF · $6.7B

+19.6%3 years · per year$17,100 · […][…]

+5.0%5 years · per year$12,766 · […][…]

0.19%Expense ratio$19 · $28 on $10k · lower wins0.28%

1.00%12-mo yield$100 · $89 on $10k0.89%

−11.1%Worst dropSmaller wins−10.2%

18.7%VolatilityLower wins18.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · FESM

0.4%GKOS1.0%

0.4%BTSG0.7%

0.3%CTRE0.3%

0.3%HQY0.7%

Held in common40.6%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
2	BFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	+0.5%	+18.2%	+21.0%	new	new	−10.2%	$6.7B

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
2	BFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.89%	+0.5%	+18.2%	+21.0%	new	new	−10.2%	$6.7B

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

IWM vs FESM

IWM

iShares Russell 2000

$12,766

FESM

Fidelity Enhanced Small Cap

[…]

MeasureIWMFESM

Fee0.19%0.28%

Cost on $10k a year$19$28

Yield1.00%0.89%

5 years, per year+5.0%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−11.1%−10.2%

Volatility · 1Y18.7%18.5%

2–2measures won
level

40.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, FESM

Today

40.6%most shared, IWM and FESM

IWMFESM

IWM—40.6%

FESM40.6%—

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

FESM$89 − $28 = $61

KeptFee

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