IWM vs FSEG

AIWM

BFSEG

Measures won2–0IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common34.7%IWM and FSEG

IWM

FSEG

iShares Russell 2000 ETF · $77.4BFidelity Enhanced Small Cap Growth ETF · $7M

+21.6%3 years · per year$18,002 · […][…]

+6.2%5 years · per year$13,509 · […][…]

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

0.96%12-mo yield$96 · $8 on $10k0.08%

−11.1%Worst dropSmaller wins[…]

18.2%VolatilityLower wins[…]

2–0IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · FSEG

0.5%GKOS1.4%

0.4%BTSG1.1%

0.3%MOG-A0.6%

0.3%FROG0.5%

Held in common34.7%

End-of-day Nov 4, 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%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BFSEG	Fidelity Enhanced Small Cap Growth ETFRead Desk		0.28%	0.08%	+1.4%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 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%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BFSEG	Fidelity Enhanced Small Cap Growth ETFRead Desk		0.28%	0.08%	+1.4%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs FSEG

IWM

iShares Russell 2000

$13,509

FSEG

Fidelity Enhanced Small Cap Growth

[…]

MeasureIWMFSEG

Fee0.19%0.28%

Cost on $10k a year$19$28

Yield0.96%0.08%

5 years, per year+6.2%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.2%[…]

2–0measures won
IWM first

34.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, FSEG

Today

34.7%most shared, IWM and FSEG

IWMFSEG

IWM—34.7%

FSEG34.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

FSEG$8 − $28 = −$20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee