IWM vs FESM

AIWM

BFESM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,803VTV · IWM $12,731

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common40.7%IWM and FESM

iShares Russell 2000 ETF · $77.8BFidelity Enhanced Small Cap ETF · $6.7B

+18.5%3 years · per year$16,624 · […][…]

+4.9%5 years · per year$12,731 · […][…]

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

0.97%12-mo yield$97 · $86 on $10k0.86%

Cards for this view

IWM

iShares Russell 2000

$12,731

FESM

Fidelity Enhanced Small Cap

[…]

MeasureIWMFESM

Fee0.19%0.28%

Cost on $10k a year$19$28

Yield0.97%0.86%

5 years, per year+4.9%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−11.1%−10.2%

Volatility · 1Y18.8%18.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	−0.7%	+14.8%	+17.3%	+18.5%	+4.9%	−11.1%	$77.8B
3	BFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	−0.4%	+21.5%	+25.3%	new	new	−10.2%	$6.7B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	−0.7%	+14.8%	+17.3%	+18.5%	+4.9%	−11.1%	$77.8B
3	BFESM	Fidelity Enhanced Small Cap ETFRead Desk	0.28%	0.86%	−0.4%	+21.5%	+25.3%	new	new	−10.2%	$6.7B

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