FMDEvsIWM

Fidelity Enhanced Mid Cap Core ETF or iShares Russell 2000 ETF, side by side from their own SEC filings. 1.2% of their stock holdings are the same at the same weight, across 20 stocks in both. IWM costs 0.19% a year against 0.23% for FMDE, $4 a year less on $10,000. Over the last twelve months FMDE returned +19.3% and IWM +40.6%.

1.2%of the two portfolios is the same stocks at the same weight
FMDE2.3% in stocks the other holds too
IWM2.3% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

FMDEIWMYearly cost0.23%0.19%Net assets$7.4B$83.0BPositions4272,017Last 12 months+19.3%+40.6%3 years, a yearn/a+18.4%5 years, a yearn/a+6.9%Largest holdingFidelity 1.7%BlackRock 17.0%Main sectorIndustrials 20%Healthcare 19%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from December 2023, the first month both report, dividends reinvested.

FMDE$164IWM$172
December 2023June 2026

More comparisons

From each fund’s Form N-PORT (FMDE: June 2026, IWM: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.