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IWL vs FESM

iShares Russell Top 200 ETF vs Fidelity Enhanced Small Cap Core ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

Key differences

  • IWL costs 0.13% less per year.
  • IWL follows a index tracking strategy; FESM uses index enhanced.

Side-by-side comparison

IWLFESM
Annual cost (TER)0.15%0.28%
Fund size (AUM)$2.1B$5.0B
Since20092007
Dividend yield0.86%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+30.1%+52.9%
CAGR 3Y+24.4%N/A
CAGR 5Y+14.7%N/A
Sharpe 3Y1.28N/A
Volatility 1Y12.34%19.05%
Max drawdown-32.71%-26.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWL and FESM