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ETF comparison

FELG vs IWM

US Large Cap Growth vs US Small Cap.

Fidelity Enhanced Large Cap Growth ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.2 %

17 positions appear in both funds. Buying equal dollars of FELG and IWM would leave roughly 1.2% of each dollar exposed to the same underlying securities.

FELG unmatched 99.4% Shared 1.2% IWM unmatched 98.6%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In FELG only
132 positions
Shared
17 positions
In IWM only
1,997 positions

Side by side

FELG

Fidelity Enhanced Large Cap Growth ETF

Fidelity · US Large Cap Growth

79 composite / 100
Expense ratio
0.18%
Net assets
$5.78B
TTM yield
0.36%
Top-10 conc.
54.6%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

82
Cost
81
90
Tax efficiency
89
90
Liquidity
100
36
Concentration
100
—
Tracking quality
—
FELG sub-score IWM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

FELG is 1 bps cheaper than IWM. On a $100,000 position that's about $10/yr more in fees for IWM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with FELG vs IWM.

Top shared holdings

17 shared in total
# Holding In FELG In IWM Overlap
1 OSCAR HEALTH INC 0.21% 0.21% 0.21%
2 KULICKE and SOFFA INDUSTRIES INC 0.14% 0.21% 0.14%
3 TENABLE HOLDINGS INC 0.40% 0.13% 0.13%
4 ABERCROMBIE and FITCH CO 0.13% 0.12% 0.12%
5 TUTOR PERINI CORP 0.11% 0.12% 0.11%
6 AXT INC 0.10% 0.14% 0.10%
7 CLEAR SECURE INC 0.08% 0.16% 0.08%
8 OUTFRONT MEDIA INC 0.08% 0.16% 0.08%
9 NAVAN INC 0.08% 0.07% 0.07%
10 KODIAK GAS SERVICES INC 0.07% 0.23% 0.07%
11 HEALTHEQUITY INC 0.06% 0.24% 0.06%
12 GLOBAL BUSINESS TRAVEL GROUP INC 0.04% 0.04% 0.04%

Only in FELG

132 total
  • NVIDIA CORP 13.13%
  • APPLE INC 7.57%
  • ALPHABET INC 6.60%
  • BROADCOM INC 5.43%
  • MICROSOFT CORP 5.02%
  • MICRON TECHNOLOGY INC 4.23%
  • TESLA INC 3.51%
  • ALPHABET INC 3.35%
  • META PLATFORMS INC 3.24%
  • ELI LILLY and CO 2.52%

Only in IWM

1,997 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Percentages are holdings overlap with the named fund.

Open FELG or IWM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.