VB vs FESM

AVB

BFESM

Measures won4–0VB wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common14.7%VB and FESM

FESM

Vanguard Morningstar Small-Cap ETF · $76.9BFidelity Enhanced Small Cap ETF · $6.7B

+18.5%3 years · per year$16,654 · […][…]

+6.0%5 years · per year$13,413 · […][…]

0.03%Expense ratio$3 · $28 on $10k · lower wins0.28%

1.28%12-mo yield$128 · $89 on $10k0.89%

−9.0%Worst dropSmaller wins−10.2%

16.2%VolatilityLower wins18.5%

4–0VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · FESM

0.3%GH0.5%

0.2%FTAI0.2%

0.2%TTMI0.2%

0.2%TWST0.3%

Held in common14.7%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	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

VB vs FESM

Vanguard Morningstar Small-Cap

$13,413

FESM

Fidelity Enhanced Small Cap

[…]

MeasureVBFESM

Fee0.03%0.28%

Cost on $10k a year$3$28

Yield1.28%0.89%

5 years, per year+6.0%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.0%−10.2%

Volatility · 1Y16.2%18.5%

4–0measures won
VB first

14.7%

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$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

Overlap: VB, FESM, IWF

Today

14.7%most shared, VB and FESM

VBFESMIWF

VB—14.7%3.9%

FESM14.7%—0.3%

IWF3.9%0.3%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

FESM$89 − $28 = $61

IWF$39 − $18 = $21

KeptFee

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